CLOSED-END FUND ADVISORS - Key Persons
Alex joined Closed-End Fund Advisors in November 2011 and he is currently in charge of data management, programming, and database administration. He holds a master's degree in Databases from The Bucharest University of Economic Studies. Prior to joining CEFA, Alex worked as an economist and he also participated in several freelance IT projects for clients from United States, Europe and Australia.
Job Titles:
- Interviews John Cole Scott on Strategic Investor Radio, April 16, 2015
- Interviews John Cole Scott on Strategic Investor Radio, March 29, 2016
John Cole Scott, a previous guest about a year ago, provides an update on Closed End Funds and discusses Business Development Companies (BDC's). He discusses the CEF world, about 600 funds managing about $300 Billion in total assets, and sell at a discount or premium to NAV.
Closed-end funds are certainly not as known or as popular as mutual funds, but they can be a very productive investment, especially for those seeking yield, and should be worthy of consideration for many investors. John Cole Scott, second generation owner of Closed-End Fund Advisors, Inc., is Portfolio Manager, and the firm publishes "The Scott Letter: Closed-End Fund Report". CEFA is an excellent source for information on closed-end funds. John is a savvy investment analyst and articulately makes his case on opportunities through closed-end funds.
Job Titles:
- Columnist for Market Watch, Interviews John Cole Scott for the MoneyLife Market Call, April 2, 2019
- Columnist for Market Watch, Interviews John Cole Scott for the MoneyLife Market Call, December 15, 2017
- Columnist for Market Watch, Interviews John Cole Scott for the MoneyLife Market Call, February 9, 2017
- Columnist for Market Watch, Interviews John Cole Scott for the MoneyLife Market Call, June 16, 2016
- Columnist for Market Watch, Interviews John Cole Scott for the MoneyLife Market Call, June 27, 2017
- Columnist for Market Watch, Interviews John Cole Scott for the MoneyLife Market Call, October 1, 2018
- Columnist for Market Watch, Interviews John Cole Scott for the MoneyLife Market Call, October 4, 2016
Dan handles portfolio management, research, and trading activities for CEFA. He received his B.A. in Business Administration from the Goizueta Business School at Emory University and holds the Chartered Financial Analyst ("CFA") designation. Prior to joining CEFA, he was a portfolio manager for Zoso Capital, and previously worked for investment banks UBS, Morgan Stanley, and SunTrust performing investment research and was a senior analyst at George Weiss Multi-Strategy Advisers.
Job Titles:
- General Counsel / Compliance Associate
David joined CEFA in 2016 and serves as General Counsel and assists in Compliance and Operations for the firm . Prior to joining CEF Advisors, David practiced law for more than ten years during which time his practice primarily focused on bankruptcy (representing secured creditors), creditor's rights, collections, and real estate. He is currently licensed to practice law in the Commonwealth of Virginia and is also admitted to practice before the United States District Court for the Eastern District of Virginia as well as the United States Bankruptcy Courts for the Eastern and Western Districts of Virginia. He is a past Secretary of the Virginia Creditor's Bar Association as well as a former member of the Lewis F. Powell, Jr. American Inn of Court.
He currently serves on the Alumni Board of Trustees for the Virginia Commonwealth University Chapter of the Delta Chi Fraternity (of which he was a founding father) and served on the Supreme Court of Virginia's Pandemic Flu Preparedness Commission. Prior to attending law school, David worked in the advertising department of Circuit City Stores, Inc. as a graphic artist and also experienced stints in radio broadcasting and sales. David graduated from Virginia Commonwealth University with a B.S. in Mass Communications and earned his law degree from the University of Dayton School of Law.
Job Titles:
- President
- President of Closed - End Fund Advisors
George Scott is President of Closed-End Fund Advisors, a global investment firm which concentrates its investments in closed-end funds. He has been president since 1996 and is a graduate of the University of Washington.
George has been in the investment management business since 1969 and has specialized in using closed-end funds for clients since the mid-1980's. They became his specialty after joining the Board of Directors of the award-winning closed-end fund, Bergstrom Capital. Because of his expertise, he has also advised several funds as a consultant, both domestically and abroad.
He is the former editor of The Scott Letter: Closed-End Fund Report. Since May 2001, George has been Editor-In-Chief of The Scott Letter Online.
In 1991, he co-authored the 500-page book Investing In Closed-End Funds: Finding Value and Building Wealth. The book may be available at Amazon.com, and many public and university libraries.
George was on the closed-end fund committee of the Investment Company Institute, the trade association for the open-end and closed-end fund industry. He has been a long-standing member of the Richmond Society of Financial Analysts (now CFA Virginia) and is widely quoted in such publications as The Wall Street Journal, Business Week, Financial Times, Kiplinger Letters, Mutual Fund Magazine, and Money as well as many metropolitan newspapers. He has published articles on closed-end funds in both Barron's and Pensions & Investments. George has also been interviewed by various televised investment programs and presented at numerous investment conferences.
As a value investor, George sees closed-end funds as the best way to take advantage of inefficiencies in the global stock market.
Job Titles:
- Administrative Assistant to John Cole Scott
Jennifer joined Closed-End Fund Advisors in September of 2012. Prior to joining CEFA, she worked in sports management, managing endorsements, marketing, travel, and other client management needs for professional baseball players. Jennifer's experience also includes event and travel planning, coordinating travel programs around major sporting events for Fortune 500 companies. She currently assists John Cole Scott in travel planning, meeting planning, and client management.
Job Titles:
- CLO
- Executive Vice President
- Portfolio Manager
- CIO at CEF Advisors
- Financial Advisor Magazine Article "Hunkering Down With Closed - End Funds", June 4, 2020
- Portfolio Manager, Closed - End Fund Advisors
The NAVigator. John Cole Scott on discounts vs. dollars, the recovery and what's next, July 2, 2021.
The NAVigator. John Cole Scott says that finding big discounts is hard, but closed-end funds remain attractive, May 7, 2021.
John Cole Scott, interview for The NAVigator. Despite liquidity concerns, non-listed interval funds can be an attractive choice, May 08, 2020.
CEF Advisors Scott: Discounts have narrowed but bargains remain, April 10, 2020.
John Cole Scott, CIO at CEF Advisors presented at Capital Link's 15th Annual CEF/BDC/ETF Conference. Advisor Panel - Bringing it all Together in Client Portfolios, April 21, 2016.
When diversifying your portfolio, fund correlation may be an important consideration, says John Cole Scott, CIO, CEF Advisors.
Investius interviews John Cole Scott on the "Discount View" of closed-end funds at Morningstar�s 26th Investment Conference, July 7, 2014.
John Cole Scott gives a guest lecture entitled "Crash Course on Closed-End Funds: Inefficient Securities with Above Normal Yield" to the Capital Market Class at Virginia Commonwealth University on April 3, 2014.
ROC View with John Cole Scott, a YouTube video on return of capital, February 7, 2014.
John Cole Scott speaks on closed-end-fund preparation in an interview with Investius, September 9, 2013.
John Cole Scott serves as a panelist in ""Building a Better Global Portfolio:Closed-End Funds Webcast," April 26, 2012.
Job Titles:
- Founder / President of Pristine Advisers Cites John Cole Scott 's Communication Skills in "Closed - End and Open - Minded