In part two of our special series on the history of Cleveland’s investment industry, we sit down with Scott Roulston, former CEO of Roulston & Co. Scott’s family has played a central role in Cleveland’s investment industry for more than 50 years, and he shares personal insights from his own journey, including becoming CEO at a young age and making the bold decision in the late 1990s to shift the firm away from sell-side research toward personalized wealth management. Today, Scott serves on several influential boards and joins us to share stories, lessons learned, and valuable perspectives from his experience balancing family legacy, strategic change, and innovation. Thanks for listening, and we hope you enjoy this episode with Scott Roulston. Connect with Scott here:

Scott Roulston LinkedIn 

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He serves as President of the CFA Society of Cleveland. Connect with Matt here: 

Matt McLaughlin LinkedIn

We would like to thank the CFA Society Cleveland's 2025 Asset Manager Sponsors, First Trust, Invesco, State Street Global Advisors, Man Group and BlackRock and also our Local Sponsor ScaleCo. The support from these and other event sponsors allows the CFA Society to bring engaging content to our members.