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Richard J. Scotti
Assistant Vice President, Institutional Sales

As an institutional sales representative, Rick calls on all plan sponsors including, corporate plans, foundations, endowments, healthcare organizations, public funds, religious institutions, Taft-Hartley, and sub-advised client types. Rick also calls upon investment consultants and wholesales the Stewart Capital Mid Cap Mutual Fund.

He joined Stewart Capital in 2008 from Mellon Equity Associates where he spent 10 years as an institutional sales representative for all client types in the mid-west.

Rick has a bachelor of business administration degree with a major in finance from St. Bonaventure University. He also earned his masters in business administration from the University of Phoenix. He currently holds his Series 7 and 63 licenses.

All securities and advisory services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name S&T Financial Services are in no way affiliated with or offered by S&T Bank, nor is S&T Bank a registered broker/dealer. Customers working with S&T Financial Services will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the Bank or guaranteed by the Bank and involve investment risks, including possible loss of principal amount invested.

 

  NO BANK GUARANTEE  | NOT FDIC INSURED | MAY LOSE VALUE    



 
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