Meet The Team

Since joining Generation Capital Management in 2026, Scotty has supported clients through investment due diligence and research, helping evaluate opportunities and inform portfolio decisions. He also contributes to the firm's investment process through portfolio allocation, investment operations, and the preparation of research materials, with a focus on retirement plan clients and mutual fund investments.

Scotty began his career in retirement administration, previously serving as a 3(16) Defined Contribution Fiduciary at Mercer for a diverse portfolio of 401(k) and pooled employer retirement plans. In that role, he oversaw key plan operations and supported fiduciary responsibilities while ensuring compliance with IRS and ERISA requirements. This experience gave him a strong foundation in fiduciary oversight and due diligence, along with a deep understanding of the retirement industry.

Scotty graduated from Duquesne University with a degree in Finance. He holds the Accredited Investment Fiduciary (AIF®) designation and is currently studying for the Series 65 exam.

Outside of work, Scotty enjoys spending time with friends and family in Boston and attending Red Sox games at Fenway Park.