CEFADVISORS - 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:
- 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
- Portfolio Manager
- President
- CIO at CEF Advisors
- Financial Advisor Magazine Article "Hunkering Down With Closed - End Funds", June 4, 2020
- Portfolio Manager, Closed - End Fund Advisors
NAVigator. John Cole Scott, picking between funds is about much more than big yields, July 5, 2024.
The NAVigator. John Cole Scott: Private equity ™s increasing role in closed-end investing, April 10, 2023.
The NAVigator. John Cole Scott: How closed-end funds responded to the '23 hot start, February 03, 2023.
Nasdaq Trade Talks. John Cole Scott explains why it's important for investors to have granular level data on closed-end funds, December 21, 2022.
The NAVigator. John Cole Scott talks about five 'plain vanilla' closed-end funds, June 03, 2022.
The NAVigator. John Cole Scott talks about the search for funds in today's 'painful, ugly shocking' closed-end environment, May 06, 2022.
The NAVigator. John Cole Scott talks about 'Closed-end fund 2.0' and how it is off to a strong start, March 04, 2022.
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