Rebecca Pollard is an Operations Assistant with Wescott, supporting the Operations teams as well as Wescott’s advisors. She also assists in coordinating the quarterly client reporting process, the client intake process, client service projects, and provides support with the daily administrative and client service matters of the firm. Rebecca 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, Rebecca was an administrative assistant with a Philadelphia area financial advisory firm. She is a graduate of Temple University’s Fox School of Business and Management, where she earned a bachelor’s degree in risk management and insurance.
She resides in Philadelphia, Pennsylvania.