Scott Swain

Scott Swain, CPA, CFA, CFP®, MT Partner, Tax & Family Wealth

Scott loves a good joke and has a sense of humor that helps him relate with just about anyone. His easy demeanor is coupled with a straight-forward, honest approach that assures clients he is always looking out for their best interests.

Location: Cleveland Email: sswain@cohencpa.com Phone: 216.774.1262

Credentials & Education

  • Certified Public Accountant (Ohio)
  • Chartered Financial Analyst
  • Certified Financial Planner®
  • Master’s of Taxation, The University of Akron
  • B.S. in accounting and finance, Miami University

Scott has more than 25 years of experience working in the accounting and financial services industries, including over 15 years focused on planning and tax compliance for high-net-worth individuals. He specializes in income and estate tax planning for individuals and has a tremendous amount of experience working with complex trusts, family partnerships and other entities from an estate planning perspective. Scott also has significant experience in assisting clients with their investment assets, including global asset allocation construction, investment selection and performance monitoring.
 

  • American Institute of CPAs
  • CFA Society of Cleveland
 
Scott lives in Hudson, Ohio, with his wife and two daughters. He is an avid fan of the Cleveland Indians, Browns, Cavs and The Ohio State Buckeyes — although his wife is from Pittsburgh and backs “the team over there.” Scott is also a muscle car enthusiast and a vintage Hot Wheels collector.