Portfolio Consultant-Closed-End Fund Advisors
John Cole Scott is Chief Investment Officer for CEFA. He joined the firm in January 2001 and has more than 17 years of experience in closed-end fund research, analysis and trading. He has been quoted widely in the financial press and has presented at conferences and for investment groups. In 2008 John founded CEFA’s Closed-End Fund Universe / CEFData.com, covering closed-end funds and BDCs. The service currently covers data for all US listed closed-end funds and BDCs. It also maintains public profiles on all CEFs/BDCs and offers access to 30+ indexes. He founded and manages The CEF Network group on LinkedIn and is editor of the firm’s blog. John is a board member of The College of William & Mary Alumni Association. He earned a B.S. in Psychology from the College of William and Mary and holds the Certified Fund Specialist (CFS) designation.
Closed-End Fund Advisors, based in Richmond, VA is a 28 year-old privately held Registered Investment Advisory firm specializing in closed-end funds since 1989. The firm publishes The Scott Letter: Closed-End Fund Report containing in-depth portfolio manager interviews. CEFA manages fourteen discretionary portfolio strategies with varying options for investors seeking to experience both growth and regular income. The firm offers; a “CEF Universe” data service, CEFdata.com and a “News and SEC Filing Alert” service covering all US listed CEFs and BDCs. They can work as a fractional CEF analyst on a one-time or ongoing consulting basis.