Hello and welcome. I'm Patrick Curtis, your host and Chief Monkey, and this is the Wall Street Oasis podcast. Join me as I talk to some of the community's most successful and inspirational members to gain valuable insight into different career paths and life in general.

Let's get to it.

In this episode, Scott shares his winding path.

From starting a hedge fund right out of the University of Chicago to pivoting to a quantitative

research position at Morningstar, learn why he jumped to Schwab and eventually earned his title of VP of

risk and quantitative analysis. We chat about his transitions, about the fast-growing passive

ETF trend in the asset management industry, and much more. Enjoy.

Scott, welcome to the Wall Street Oasis podcast.

Yeah, thanks for having me.

I'm happy to join.

So it would be awesome if you could just give the listeners a short summary of your bio.

Yeah, sure.

So, you know, I graduated, you know, from the University of Chicago.

You know, I quite a while ago, probably almost 10 years ago, but I studied with

the background in economics and statistics.

Um, you know, during that time actually was, um, you know, pretty heavy into fundamental

investing equity research and investing clubs, um, but also actually gone into options

trading, um, and developed all like, you know, volatility strategies, uh, through my time in college, probably a little bit too much, uh, like, you know, volatility strategies through my time in college,

probably a little bit too much. But, you know, I did that for a little bit of time. I was trying

to go to the hedge fund and then did that for, you know, half a year to a year after school,

decided, you know, I was going to go back to the workforce. And then I kind of worked at Morningstar

for three years. I worked kind of, you know,

...