Scott Kellner, MBA
Master of Business Administration, Westminster College
Bachelor of Science in Finance & Economics, Westminster College
Scott Kellner joined Albion Financial Group in September 2017 bringing with him a passion for financial markets, data integrity, process improvement, and project management. Scott, our Operations Analyst, facilitates effective data management and reconciliation for all of our client accounts as well as contributes his efforts to calculating and presenting performance reports and investment portfolios.
Previously on Morgan Stanley’s tax operations team, Scott enhanced firm-wide systems and reporting leveraging his cost basis and investment knowledge. A lifelong learner, Scott was a finalist in the ACG Cup Case Competition, an investment banking competition, during his Master’s in Business Administration studies. Scott also excelled in the Chartered Financial Analyst Undergraduate Investment Research Challenge, an equity research competition, where he received a grant to sit for the CFA exam while still a college student.
Outside of the office Scott enjoys playing golf, riding his bike and hitting the slopes. Check out his website at urhotwithscott.com