Scott M Lalli, CFA, CIMA®

Experience

• 

  Hiram Halle Library, Pound Ridge NY,Summerquest Day Camp, Mt Kisco NY,Silver Knights, Greenwich, CT

  Jul 2005 - Aug 2011

  Chess Instructor
• 

  Bank of New York Mellon

  Jun 2012 - Aug 2012

  Intern
• 

  Greenwich Associates

  Aug 2013 - Dec 2016

  • Senior Client Associate

    Aug 2015 - Dec 2016

  • Client Associate

    Aug 2013 - Jul 2015
• 

  Morgan Stanley

  Jan 2017 - now

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  • Financial Advisor, Associate Vice President

    Feb 2023 - now

  • Portfolio Management Associate

    Feb 2022 - Feb 2023

  • Wealth Management Associate

    Jan 2019 - Feb 2022

  • Registered Associate

    Jan 2017 - Dec 2018