As Wescott’s Director of Finance, Matt Sgro is responsible for overseeing all of Wescott’s financial functions, including accounting, budget, credit, insurance, tax and banking; and he also provides leadership and coordination in the administrative, business planning, accounting and budgeting efforts of Wescott. Matt works closely with the firm’s Management Committee, assisting on all strategic and tactical matters as they relate to budget management, cost benefit analysis, acquisitions, mergers and forecasting needs.
As Wescott’s Chief Compliance Officer, Matt is responsible for maintaining and developing successful compliance practices, including developing policies and procedures for all levels of regulatory compliance. Matt is also accountable for creating processes for assessing, prioritizing, identifying, monitoring and avoiding potential business risk. He serves on the firm’s Portfolio Strategy Group, which oversees the ongoing due diligence and evaluation of Wescott’s investment managers and strategies.
Prior to joining Wescott, Matt was a staff accountant and financial analyst for a payroll company in Moorestown, New Jersey and worked as an accounting associate for a firm in Towson, Maryland.
Matt earned his bachelor’s degree in business administration-finance from Towson University.
He resides in Marlton, New Jersey with his wife, Kerry Sgro, and their son.