Scott F. Cha-Choe

Managing Director

Scott Cha-Choe has 25+ years of executive experience in investment consulting, banking, finance, operations and business development. Scott has served as a CEO, COO, CFO, EVP, Managing Director, and Board member in addition to working as a Financial Advisor and Private Banker at top investment firms and banks. He collaborates with investors, families and other professionals in financial planning, estate planning, fiduciary account management and risk management. Scott consults work with institutional clients on diverse topics including board education, asset allocation, and fiduciary investment management. Prior to joining the Estates Expert Advisory Group, Scott worked as COO & CFO of Consequent Capital Management, a boutique investment consulting firm serving leading foundations, endowments and universities. Scott utilizes a consultative approach and guides clients in implementing customized investment planning and management plans developed with the customers’ concerns and long-term strategy in mind.

Scott has served on various boards including a charter Director of the LaGuardia Community College Foundation where he was their Investment Committee Chair in addition to serving at the University of Southern California’s Civic Engagement Advisory Board. Scott is a graduate of the University of Southern California where he earned dual degrees in Business – Real Estate Finance and East Asian Studies. He is an active community member having served as a Coach for his sons’ Little League Baseball and Academy Soccer and was the Head Coach for Taylor Road Middle School’s Robotics Team and lastly serves as an Assistant Scoutmaster with Scouting America Troop 2000 in Johns Creek, GA.