Scott Miller, CFA
Chief Investment Officer/Portfolio Manager
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Scott Miller is the Founder, Chief Investment Officer and Portfolio Manager. He has more than 40 years of investment experience in equities and fixed income both in the United States and international markets. Scott is a Chartered Financial Analyst (CFA) charterholder.
His previous experience includes serving as a Founder, Partner, and Portfolio Manager of Fisher Capital Management which later became FCM Investments and a Portfolio Manager at Brown Brothers Harriman & Company.
He graduated cum laude with a Bachelor of Arts degree in Economics from Vanderbilt University and earned his Masters of Business Administration degree in Finance from The Wharton School of the University of Pennsylvania
He is a past president of the CFA Society of Dallas/Ft. Worth and the Wharton Alumni Club of Dallas/Ft. Worth. He is a member of the CFA Institute, CFA Society of Dallas/Ft. Worth, Council on Foreign Relations, Dallas Committee on Foreign Relations, The Dallas Assembly, the John Goodwin Tower Center for Public Policy and International Affairs at SMU, and the World Affairs Council. He is actively involved in Special Olympics and other community affairs.
He is married and has three children.
Scott has received the Five Star Dallas/Ft. Worth Wealth Manager award for 2024 and each of the prior eleven years.
Michelle Krick, CFA
Investment Analyst/Operations Manager/Compliance Manager
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Michelle Krick is an Investment Analyst, Operations Manager & Compliance Manager. She has more than 10 years of investment experience with expertise in finance, strategy, and engineering. Michelle is a Chartered Financial Analyst (CFA) charterholder.
Her previous experience includes serving as a Finance Manager at American Airlines and Design Engineer at General Electric. Her skills are in financial analysis, strategic planning, and competitive market analysis.
She graduated with highest distinction (top 3%) with a Bachelor of Science degree in Mechanical Engineering from Purdue University, received a Master of Science degree in Aerospace Engineering from the University of Cincinnati, and earned her Masters of Business Administration degree in Finance from The Wharton School of the University of Pennsylvania.
She is a member of the CFA Institute and CFA Society of Dallas/Ft. Worth.
She is married and has one daughter.
The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. There are currently more than 120,000 CFA charterholders working in 150 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
The Five Star Wealth Manager award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Fee paid for use of marketing materials. The award is based on 10 objective criteria which can be found on www.fivestarprofessional.com. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.