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Scott Fitzpatrick

Scott Fitzpatrick

Lattice Strategies

Research and Portfolio Analytics

Personal Information

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School: San Diego State University

Major: Finance

Years at College Works: 2006 to 2007

Career Information

Company You Work For Now: Lattice Strategies

Title: Research and Portfolio Analytics

Industry: Finance

Brief Description of Duties / Responsibilities

Research, analysis, and model management to support various areas of the business.

What Has Been Your Proudest Accomplishment Post-CWP?

Became a CFA Charterholder.

CWP Career Impact

How did your CWP experience impact your career? Immediately after graduation? Now?

Proof of ambition which can help set you apart.

What was the greatest lesson you learned from your CWP experience?

It is important to be confident in your recommendations, and confidence comes from an expert knowledge of what you are recommending.


What advice do you have for potential CWP participants? Current CWP participants?

Getting leads is just a simple numbers game, don't get discouraged.

What's your best advice for someone interested in entering your career field?

Consider the CFA program.

What's your favorite memory from CWP?

Winning week - to - week "mini-competitions".

Scott Fitzpatrick