Meet Our Team
Meet the Bondurant Investment Advisory team, which offers knowledgeable and quality assured advice.
Education:
Stanford University, BA History
Duke University, MBA Finance
Credentials or Certifications:
Chartered Alternative Investment Analyst
Scott Bondurant
Scott Bondurant is the Chief Executive Officer and Founder of Bondurant Investment Advisory, LLC, est. 2018. Scott was previously a Managing Director & Global Head of Long/Short Strategies at UBS Global Asset Management from 2005-2014. He was responsible for leading the development, implementation, and marketing of the UBS Global Asset Management’s $2.5 billion equity long/short platform. In addition, he has authored a series of white papers addressing topical issues related to long/short strategies. Scott was also a member of the Equity Management Team, Equity Investment Committee, and Equity Business Committee at UBS.
Scott is currently an Adjunct Professor at Northwestern University and has taught the course titled “The History of Investing” for 10 years. The Northwestern Business Review named this course as “one of the five coolest business related classes.” He is also the Faculty Sponsor of the Northwestern “Investment Management Club,” which received the Wildcat Excellence Award as the 2018 Outstanding New Student Organization.
Scott serves as the Principal of Unearthed Land Technologies—the leader in the retrieval and specialized use of government property and infrastructure data. Scott also served as the President of the American Platform Tennis Association from 2015-2019 and is Co-Chair of the Kenilworth Union Church Investment Committee.
Other Institutional Experience:
Institutional Equities (1989-2005); Executive Director, Morgan Stanley (1996-2005); Senior Vice President, Paine Webber (1995-1996); Vice President and Manager of the Atlanta Institutional Equities office for Kidder Peabody (1989-1995).
Education:
Stanford University, BA History
Duke University, MBA Finance
Credentials or Certifications:
Chartered Alternative Investment Analyst
Justin Koress, CFP®
Associate & Chief Compliance Officer
Justin Koress is an Associate and Chief Compliance Officer at Bondurant Investment Advisory, LLC. His many roles include client services, client relationship management, trading, and operations. Justin is responsible for introducing and implementing Nebo Wealth, a pioneering tool created that aids in constructing portfolios and gauging risk within the company.
Justin received a BBA in finance, complemented by a Minor in Economics, from the University of Iowa. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2023 and holds a Series 65 license from FINRA, marking his commitment to professional excellence in the field. Justin’s career decisions are guided by his fundamental values and attributes of curiosity, honesty, trust, and a steadfast commitment to his work.
Looking ahead, Justin envisions further enriching his knowledge of the business, focusing on areas such as financial planning, portfolio management, and delivering exceptional client experiences. He firmly believes and recognizes that Bondurant’s innovative use of mean reversion in portfolio construction sets the firm apart in the competitive financial marketplace. Beyond the confines of his professional life, Justin enjoys golf and tennis.
Education:
University of Iowa, BBA Finance
Credentials or Certifications:
CERTIFIED FINANCIAL PLANNER™
Education:
University of Iowa, BBA Finance
Credentials or Certifications:
CERTIFIED FINANCIAL PLANNER™
Our Team Values
Our values at Bondurant Investment Advisory are the cornerstone of our dedication to providing exceptional financial services. Building strong bonds with our clients and assisting them honestly and openly on each of their individual financial journeys is something we take pride in. Based on a philosophy that combines market insights, academic rigor, and a holistic approach, we work to redefine wealth management by prioritizing the needs of our clients. Our core values are creating value and pursuing excellence, operating through our dedication and passion, and making decisions based on research and data.
Wealth Management
Financial Planning
Legacy Planning
Holistic Wealth Management
Growth, preservation, and overall financial well-being can be optimized with the help of harmoniously coordinating strategies and diverse financial components.
Research, Planning, and Our Investment Philosophy
Bondurant Investment Advisory makes sense of what investments are worth looking at what they’ll earn in the future. We keep an eye on the market’s highs and lows, finding chances when prices don’t match true value. As your trusted advisor, we take these chances to help your investments grow. We’re here for the long haul, aiming to build wealth by carefully choosing the best market opportunities and always putting your interests first.
Get In Touch
Contact us via phone or email, or send a message and tell us more about yourself and your financial goals.
Get In Touch
Contact us via phone or email, or send a message and tell us more about yourself and your financial goals.
