Scott P. Strochak

SCOTT P. STROCHAK

Sr. Executive Vice President/Director of Alternative Investments

Biography

SCOTT P. STROCHAK, Sr. Executive Vice President/Director of Alternative Investments offers more than 35 years of experience in financial and fiduciary services.

Mr. Strochak received his Bachelor of Business Administration from Emory University and holds a Master of Business Administration from the Wharton School of the University of Pennsylvania.

Mr. Strochak honed his investment experience working with individual and institutional clients at EF Hutton & Co. and SunTrust Equitable Securities. Mr. Strochak also partnered with two economic Nobel Laureate candidates to develop BIRR Portfolio Analysis, an emerging software company that provides sophisticated risk management research.

Prior to joining Castleberry Financial Services Group, Mr. Strochak served as:

  • Vice President & Senior Wealth Director at BNY Mellon
  • Vice President & Wealth Advisor at Morgan Stanley and Merrill Lynch
  • Regional Vice President & Wealth Advisor at Neuberger Berman

Mr. Strochak actively supports the Jewish Federation of Palm Beach County, The Scripps Research Institute of Florida, The Connections School, FoundCare, and both Florida Atlantic University and his alma mater’s mentorship programs.

Contact Info

Phone: 877.640.9393
Email: Scott@CastleberryFinancialServices.com