Scott Merriam, CMA

Scott Merriam, CMA has over 20 years of experience in the financial industry. Scott is currently the Co-Founder and Managing Partner at TrustServe LP, a technology-driven fund administrator. Prior to that, they served as the Vice President and Director of Private Equity Services at ALPS, A DST Company for 16 years. Scott also held the position of Director of Private Equity Services at Kaufman Rossin Fund Services LLC for the same period. Before that, they worked as a Portfolio Accounting Supervisor at Deutsche Bank and as a Senior Portfolio Accountant at State Street Corporation.

Scott Merriam, CMA obtained a Bachelor of Science (BS) degree in Business Administration and Management, General from Endicott College, spanning from 1995 to 1999. Additionally, they received the Certified Management Accountant (CMA) certification from the Certified Management Accountant: CMA® institution in November 2019.