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®
Senior Associate, Client Service and Investment Reporting
Rebecca is a registered investment advisor representative of IAA and a Certified Financial Planner. Rebecca is responsible for the production of investment reporting, data aggregation and maintaining the firm's performance reporting platform. Rebecca also assists with investment account management and conducts internal firm administration.
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.