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Richmond, VA

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Richmond, VA 23226

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Closed-End Fund Advisors

Closed-End Fund Advisors, founded in 1989, is a Registered Investment Advisory Firm which manages client assets through global diversification with a value oriented and active approach.  

They publish, The Scott Letter: Closed-End Fund Report, a free monthly newsletter covering global investment trends, the CEF industry and contains exclusive interviews with closed-end fund managers.

CEFA publishes: CEFA's Closed-End Fund Universe, a weekly data service covering 26 critical data points on all US listed CEFs. 

Subscriptions to both are available at: www.cefadvisors.com

About the Presenter:

John Cole Scott, CFS is a portfolio manager and serves on CEFA's Investment Committee. John holds the Series 66 FINRA License.

For almost 9 years John has specialized in fund analysis: closed-end (CEF), exchange-traded (ETF) open-end (mutual) and managed futures funds.

He has been quoted in Investment News, Smart Money, Bond Buyer, the Money Section of USA Today and The Richmond Times Dispatch and published in SR Consultant.

He has presented at conferences in Atlanta, GA, Charlotte, NC, Boca Raton, FL, Richmond, VA, Washington DC and at The New York Stock Exchange including several keynote addresses.

In 2008 John founded CEFA's Closed-End Fund Universe, a comprehensive weekly data service covering the closed-end fund industry.

John is a member of The Richmond Association for Business Economics (RABE), serves on the Investment Committee for The New York State Society of The Cincinnati and is The Treasurer for The Virginia Museum of Fine Arts’ Business Council. 

He was awarded the "Character Counts" award from the Capital Area and Y.M.C.A. in 1999 and "Master of Networking" from Business Networking International in 2004 and 2005.

Contact Us

Hours: 8:30am - 5:30pm EST M-F

Direct: +1(804) 288-2482

Toll-Free: (800) 356-3508
US & Canada

Fax: (866) 313-3002

7204 Glen Forest Drive #105

Richmond, Virginia 23226

jcs@CEFadvisors.com

www.cefadvisors.com

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