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Scott Goldsmith, CIPM

Financial Technology Associate

Scott is focused on maintaining, enhancing, and better integrating the financial software applications utilized at B|O|S. In addition to supporting these existing technologies, Scott’s responsibilities also include playing an active role in any new applications implemented at the firm. Before transitioning to this technology role, Scott was a senior member of the firm’s Portfolio Operations team.

Prior to joining Bingham, Osborn, & Scarborough, Scott worked at Mercer Advisors in Santa Barbara as an Investment Associate. There, he was in charge of trading for many of the firm’s bond portfolios as well as performing tasks related to portfolio administration and database management.

Scott lives in Pleasant Hill with his family.

  • BS in Financial Mathematics and Statistics, University of California, Santa Barbara
  • Scott Goldsmith is a CIPM certificant
  • Series 65 License Holder

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