Regency Wealth Management

Scott Drown CIMA®, CAIA®, AAMS®, Managing Director of Operations

Scott Drown joined Regency Wealth Management in May 2026 as Managing Director of Operations. He brings more than two decades of experience in wealth management operations, business leadership, and advisor support. Throughout his career, Scott has led large-scale operational initiatives, developing systems to help advisory firms scale while maintaining a high standard of service for clients.

In his current role, he oversees key operational functions across the firm, including: compliance, technology, client service, reporting, and staff management. He is focused on optimizing internal processes and strengthening service workflows to support Regency’s continued growth and commitment to delivering exceptional client service.

Scott earned his Bachelor of Arts in Economics from Rutgers University. He holds several industry designations, including Certified Investment Management Analyst (CIMA®), Chartered Alternative Investment Analyst (CAIA®), and Accredited Asset Management Specialist (AAMS®).

Scott has been actively involved in his community, serving on volunteer boards for Cub Scout Pack 236 and the Long Valley Raiders Youth Football Program. Outside of the office, he enjoys watching his sons play football and lacrosse and is an avid Rutgers sports fan. Scott lives in Long Valley, New Jersey, with his wife, Christina, and their five children.

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