Scott serves SGL Investment Advisors, Inc. as Senior Portfolio Manager, Chief Compliance Officer and President.
Education: B.A. in History and a B.S. in Political Science from Dallas Baptist University, Dallas, Texas (1974); M.A. in History from the University of Montana, Missoula (1981).
Business Background: Financial Consultant, IDS Financial Services; Co-Founder of SG Long & Company (1987).
Susan serves SGL Investment Advisors as a Senior Portfolio Manager.
Education: B.S. in Economics from Lafayette College, Easton, Pennsylvania (1987).
Business Background: Lending Officer, Chemical Bank in New York City; Portfolio Manager specializing in Fixed Income, Thornburg Mutual Funds; Financial Advisor with SG Long & Company (since 1994).
Josh serves as a Research Analyst and Trading Specialist for SGL Investment Advisors.
Education: B.S. in Finance, with high honors, from the University of Montana, Missoula (2006).
Business Background: Northwestern Mutual Financial Network; Research Associate with SGL Investment Advisors (since 2008).
Zach serves as a Research Associate for SGL Investment Advisors.
Education: B.S. in Finance from the University of Montana, Missoula (2014).
Business Background: Research Associate with SGL Investment Advisors (since 2013).
Rob serves as a Research Analyst for SGL Investment Advisors. Education: B.S. in Management from Brigham Young University (2009); Master of Business Administration from the University of Denver (2012); CFA Charter-holder. Business Background: Independent consulting for small businesses; Hedge fund coverage for Intermountain Healthcare’s Pension and corporate investment portfolios; Research Analyst for The Broe Group; Equity Research Associate for Stifel Financial.
SGL Investment Advisors is supported by a staff of eight in the areas of Operations, Compliance and Marketing. We also utilize an active student intern program with the University of Montana.