Scott Spalding

Scott Spalding, CFA began their work experience as a Senior Account Executive at UnitedHealthcare in 1992. In this role, they marketed employee benefit plans to Fortune 100 companies and successfully sold the first-ever third-party healthcare plan to Walmart. Scott also serviced and negotiated benefit plan renewals with national employer groups, including the Boeing Company.

In 2000, Scott joined PIMCO as an Executive Vice President. During their time there, they founded the bank trust business in 2003 and later founded the HNW private markets business in 2007. In their role, they initiated, developed, and led distribution for private funds, raising $3 billion in commitments across various private equity and hedge funds.

Scott's most recent position is with CBRE Investment Management, where they started in 2018 as a Senior Managing Director.

Scott Spalding, CFA has a Bachelor's degree from UCLA. Scott later pursued a Master of Business Administration (MBA) degree from USC Marshall School of Business. In addition to these degrees, they have obtained their Chartered Financial Analyst (CFA) charter from the CFA Institute in September 2003. It is also mentioned that they have certifications in Series 3, 7, 24, and 63, although the details regarding the institution and the timing of obtaining these certifications are not provided.