President and Chief Investment Officer
Scott founded Independence Asset Advisors in 2010 to provide investment advisory and outsourced CIO services to a select group of compatible clients. He oversees and directs all client investments. Prior to founding IAA, Scott served for 13 years as the Treasurer, Chief Financial Officer and Investment Manager for a financial services corporation that remains a client of IAA. He has spent 32 years in the industry and has over 22 years of investment experience.
Vice President and Managing Director
Katie has been responsible for managing client service and reporting functions and directing firm operations since the firm's founding in 2010. Katie is IAA’s client liaison and works with each of them to understand their respective investment needs and execute tactical components of their individual investment strategies. She has 15 years of professional experience across industries and directs all aspects of client communication and investment strategy execution.
Director, Investment Management
Tom manages research and analysis, including market research and commentary, investment analysis, and manager due diligence. He has 11 years of experience as an investment professional, including experience as an investment and wealth advisor to high net worth clients, foundations and endowments. Before joining IAA in 2014, Tom served as an investment and multi-generational wealth advisor to high net worth clients, where he was responsible for client portfolios with total assets exceeding $250 million. Tom aids in optimizing investment portfolios through market research, efficiency assessment, performance analysis, and fee negotiation.
REBECCA SAUKAITIS, CFP®
Director, Client Portfolio Management
Rebecca is a Certified Financial Planner and registered investment advisor representative. She manages the allocation, analysis, and maintenance of multigenerational family portfolios and is responsible for the firm's performance reporting, quarterly and ad hoc reporting, and private investment administration.
Manager, Client Service and Reporting
Mary is a financial professional with 16 years of experience straddling marketing, communications, client service management, and operations. Mary’s focus is supporting the production of client investment reporting and account and performance reconciliation. She is responsible for document and contract management and conducts firm administration. In her previous professional
experience, Mary successfully completed her Series 7 and 66 exams.
Chief Compliance Officer
Kyle has served as our Chief Compliance Officer since 2010. Kyle is involved in virtually all aspects of compliance for Independence Asset Advisors, including Best Execution and Trading, Advertising and Marketing Review, Code of Ethics Compliance, Compliance Policies and Procedures, and Advisor Disclosure.