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DTSTART:20241121T133000Z
DTEND:20241121T150000Z
LOCATION:Stuart Corinthian Yacht Club
UID:2644620241121T133000ZMCEPC November 2024 Breakfast Meeting
DTSTAMP:20260525T034742Z
DESCRIPTION:\nScott A. Roads\n Founding Principal, Spectra Investment Management, LLC\n \nMr. Roads is the Founder of Spectra Investment Management, an independent SEC-registered advisor with offices in Stuart and West Palm Beach, Florida. In this role, Scott applies his 25 years of discretionary portfolio management experience to overseeing all aspects of the firm’s investment framework.\n \nPrior to founding Spectra in 2017, Scott was the Managing Director of the Northern Trust office in Stuart, Florida. There, he focused on investment management for ultra-high-net-worth clients. Also, at Northern Trust, Scott was a Regional Director for the investment practice. In that role, he trained and developed portfolio managers throughout the United States. Before Northern, he served as Director of Investments at Seacoast National Bank.\n \nScott’s civic activities include:\n Current Chairman of the Board for Hibiscus Children's Center\n Past Chairman of the Board for Treasure Coast Hospice and Palliative Care, Inc.\n Current Treasurer West Palm Beach Police Officers Foundation\n Current Advisory Board Member of the Rinker Business School\n \nScott earned an M.B.A. from the University of Miami and a B.A. from Palm Beach Atlantic University in Finance.\n \nIn Scott’s personal life, he is a father of 3 and husband of 1. His happy place is golfing, surfing, sailing, or National Park hopping with his family.\n
SUMMARY:MCEPC November 2024 Breakfast Meeting - Martin County Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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