Scott serves as Chief Executive Officer of Signature Financial, directing the vision of the firm and coordinating the overall efforts of the team. As a licensed financial advisor and a Chartered Advisor in Philanthropy®, Scott utilizes his experience, knowledge, and education to provide comprehensive wealth management solutions and design charitable giving strategies for high-net-worth individuals.
Scott began working in the financial planning industry as a mutual fund wholesale representative with Eaton Vance and Putnam Investments. He returned to Pittsburgh in 2002 to manage Signature Financial Planning with Stephen Tobe, his father, and the founder of the firm.
Scott graduated from Indiana University with a degree in communications. He is an alumnus of the prestigious Kestra Representative Council, assisting with strategic business improvements for Kestra Financial. Scott was recently recognized by REP. magazine (now WealthManagement) as one of the top 20 financial advisors in the country under the age of 40. Scott is a Registered Representative and Investment Advisor Representative with Kestra Advisory Services, LLC (Kestra AS), and is licensed in securities and insurance.
Community involvement holds a great deal of importance to Scott. He serves on the executive board of the Jewish Federation of Greater Pittsburgh, where he helps direct millions of dollars per year to worthwhile causes both at home and across the world. Scott is an active member of the Entrepreneurs Organization here in Pittsburgh. He is also a board member for Penn Future, an environmental advocacy organization. Because philanthropy is one of his great passions, in 2014 Scott created a venture fund designed to provide grant money for innovative ideas that help 22-45 year-olds find meaning and participation in Jewish life. Known as the SteelTree venture philanthropy fund, they have given away hundreds of thousands of dollars to date through the Jewish Federation of Greater Pittsburgh.
Scott enjoys investing with real estate development and private equity groups as well as mentoring young entrepreneurs and early-stage companies. Along with the partners and employees of the firm, Scott volunteers with several organizations that support individuals who find themselves in financially challenging circumstances. One such organization is the Circles Program through Roots of Faith in Sharpsburg, PA. Circles is a national program that has had a lot of success at lifting people out of poverty for good.
As a successful young professional, Scott was named one of Pittsburgh Magazine’s 40 Under 40 and honored by Cystic Fibrosis Foundation as one of Pittsburgh’s Fifty Finest.
Scott is a Pittsburgh native and avid outdoorsman. He lives in Fox Chapel with his wife, Becca, daughter Laila, son, Asher, and dog, Kona.