Scott 

Zollo

Scott J. Zollo

President

Scott obtained his first FINRA securities license in 1990 and has worked for Accu-Vest Planning, Inc ever since.   His educational background includes a Masters and a Bachelors degree in Finance from Rochester Institute of Technology as well as multiple securities licenses and insurance licenses.  He is also a Charter Financial Analyst (CFA), one of the premier designations in Investment Finance.  In 2000,  He founded Core Alpha, Inc. to better use his educational background in managing portfolios for individuals and small businesses. 

 

Contact info

585-235-3600 x2  (Phone) 

855-235-3600 x2 (Toll Free Phone) 

szollo@corealpha.com

 

Zoom Meeting Room