Wescott Financial Advisory Group LLC CEO Grant Rawdin Elected Chair of Urban Affairs Coalition
PHILADELPHIA, PA—Wescott Financial Advisory Group LLC, an SEC-registered, fee-only investment advisory and wealth management firm, is pleased to announce that its founder and CEO, Grant Rawdin, has been elected chair of the Urban Affairs Coalition’s (UAC) board of directors. He will serve a two-year term.
Prior to being elected President, Rawdin served as Co-Chair of the UAC, heading its Strategic Planning Committee and supporting the Coalition in its work to improve life’s chances for young people, low-income families and minority-owned businesses by creating economic opportunities and strengthening non-profit organizations in urban communities.
Sharmain Matlock-Turner, President and CEO of the UAC said, “As co-chair of the UAC board, Grant has provided excellent leadership in strategic planning. We look forward to working with him now as chair of the board as we continue to drive change in communities and improve lives.”
Wescott was founded in 1987 by Rawdin from his tax and business practice at the prominent law firm Duane Morris LLP. Today, Wescott has grown to three offices and is one of the nation’s largest registered independent advisors with $1.6 billion in assets under management. In addition to holding a law degree, Rawdin is an accountant, a registered trust representative and a Certified Financial Planner™; and has been awarded accolades as a top financial advisor by Barron’s, Worth and Philadelphia Magazine.
Along with his charitable work at the UAC, Rawdin serves as President of Temple University Law Foundation as well as serving on the boards of many other cultural, civic and charitable organizations.
He received his undergraduate degree and juris doctor from Temple University.
The Urban Affairs Coalition (UAC), a 501 (c) (3) nonprofit organization, unites government, business, community, and individual initiatives to improve the quality of life in the region, build wealth in urban communities, and solve emerging issues. UAC provides back office and fiscal and shared services to more than 75 program partners. For more information, please visit www.uac.org.
Founded in 1987, Wescott Financial Advisory Group LLC is an SEC-registered, fee-only investment advisory and wealth management firm. Wescott’s clients are high net worth individuals, families, trusts, foundations, pension plans and institutions. The firm’s investment philosophy is a uniquely disciplined, tax sensitive and opportunistic “open architecture, multi-manager (passive and active management)” approach that has been maintained for over 20 years. This approach allows Wescott to control risk while creating portfolios with a combination of complementary styles, diversifications and enhanced returns. With offices in Philadelphia, Miami and Boca Raton, Wescott’s mission is “Achieving Client Goals”. For additional information, please visit www.wescott.com.