Scott M. Breske
MBA

Scott Breske serves as Manager of Portfolio Operations at Goelzer Investment Management, overseeing the Portfolio Services Group which manages trading in client portfolios. Scott joined the firm in 2021.

Scott has 16 years of experience in the financial industry, specializing in the creation and implementation of effective systems and productivity initiatives. Throughout his career, Scott developed an expertise in simplifying and strengthening operational processes. He has systematized investment selection processes, established robust risk controls, and devised operational processes and automated workflows to gain efficiency and reduce risk.

Prior to joining Goelzer, Scott was an Investment Manager at OneAmerica Financial, responsible for research, analysis, and management of investment offerings across retirement platforms. Scott also previously served as Senior Portfolio Strategist at Oxford Financial Group where he built and managed investment portfolios, incorporated private assets expertise into the investment offerings, and became a member of the COO’s Advisory Council, the Portfolio Construction Subcommittee, and the Trust Investment Policy Committee.

Scott obtained his Master of Business Administration and his Bachelor of Science degree in Business Administration from Indiana Wesleyan University. Scott also holds the Series 65.