Scott Calhoun is managing director for the Family Office division and senior partner of Blue Trust.
As managing director, Scott oversees the growth and expansion of the Family Office division. In addition to his leadership role, Scott has over 25 years experience helping families intentionally design a multi-generational plan for transferring the social, spiritual, and financial capital necessary for the family to thrive. His biblical worldview and uncommon approach in the areas of financial, estate, trust, and investment planning emphasize a principle driven wealth transition that properly prepares and equips each generation.
Prior to joining Blue Trust in 2013, Scott worked as the executive vice president of Glenmore Advisors LLC, regional director of Convergent Wealth Advisors, and with Synovus Family Asset Management as a director of the financial strategies unit. He has spoken frequently for the Family Office Exchange (FOX), Southeastern Family Office Forum (SEFOF) and other associations on several different topics including opportunities and challenges in the fixed income markets and cutting-edge developments in the family office arena. Scott is also a former United States Marine.
Scott graduated from the University of Georgia with a master’s degree in accountancy (Tax) and a BBA in accounting. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER® professional, a Personal Financial Specialist (PFS), a Certified Investment Management Analyst (CIMA®), and a Certified Wealth Strategist® (CWS®).
Active in his community, Scott is a member of the administrative council for Mt. Bethel United Methodist Church and previously served on the University of Georgia, Terry College of Business Alumni Board. He is a member of the Atlanta Estate Planning Council and is also an advisor for the Children’s Healthcare of Atlanta (CHOA) Legacy.
Scott and his wife, Tiffany, have two children and live in Marietta, Georgia.