SENIOR LEADERSHIP & PORTFOLIO MANAGEMENT
Scott Loyek, CFA®
Managing Director, Chief Investment Officer
As the head of the portfolio management team, Scott consults with our clients to construct customized, diverse portfolios of high-quality, low-cost investments designed to help them achieve their long-term individual goals. Scott strives to bring patience and objectivity to the investment process in order to avoid the destructive impact emotional decisions can have on achieving financial success. Scott joined our team in 2006 and brings over 25-years of investment-related experience to our clients.
In His Own Words:
“I am a passionate advocate of the consultative approach of investment management and value the independent, client-focused culture we have built here at Triangle Wealth Management. I seek to know our clients well enough that I make the decisions they would make if they had the same information and objectivity that we have.”
Past Experience:
Client Service and Portfolio Analysis, Oak Value Capital Management
Portfolio Accounting and Investment Research, O’Brien Management Inc.
Intern, The Conference Board
Credentials/Certifications:
CFA® charterholder
Member, CFA Society North Carolina
Wake Forest University, B.A., Economics with honors, Cum Laude