PHILADELPHIA, April 18, 2019 — Wescott Financial Advisory Group, a wealth management firm headquartered in Philadelphia with over $2 billion in assets under management, has hired Carrie Delgott as its new Chief Operating Officer and Chief Compliance Officer following an extensive national search for a candidate poised to lead the firm’s ongoing innovation and growth initiatives. Delgott’s hiring follows Wescott’s recent string of high-level additions, including Mark McCarron, Chief Investment Officer, whose impressive national and international investment experience brings a fresh take to the firm’s investment approach. From investing in top, senior-level talent to developing new investment approaches to embracing new financial technology, Wescott continues to bolster its ability to thrive in a highly competitive and constantly evolving industry.
Delgott will play a critical role in guiding Wescott’s operations, finances, innovation agenda and growth. She will define, implement and monitor firm policies and regulatory compliance, and ensure that clients and staff are served in a manner consistent with firm values. She will also serve on the firm’s Investment Committee.
“The depth and breadth of Carrie’s experience in leading game-changing wealth management programs and initiatives is simply unmatched,” said Grant Rawdin, Wescott founder and CEO. “Her impressive track record and analytical approach will perfectly complement our dynamic leadership team as we enter the next phase of the firm’s growth and advance our offering, investment approaches and client service.”
Delgott began her career as a financial analyst for Wawa before joining Vanguard, where she held leadership positions in an array of areas over her nearly 20-year tenure, including roles within the finance, operations, program management and customer service functions. She led a number of transformation initiatives at the firm, including the evolution of Vanguard’s Ultra-High-Net-Worth business model for clients with $10 million or more in retail assets. Most recently, Delgott led the transformation of Vanguard’s Procurement Services and Accounts Payable functions to a new, global Enterprise Supply Management organization as the Director of Program Management.
“I was drawn to the entrepreneurial spirit that I’ve found around every corner at Wescott,” Delgott said. “Grant and his team have an incredibly compelling vision for the future of this firm and the future of the industry. I am a believer in Wescott’s approach and I look forward to bringing our shared vision to life.”
About Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group has a 32-year track record as one of the top wealth management firms in the nation, Wescott is Barron’s #3 Top Advisor in Pennsylvania (2019), the firm’s sixth year in a row in the top three, and one of Barron’s Top 50 Independent Financial Advisory firms in the U.S. (2018). Wescott’s team of experts hold some of the industry’s top designations, including CFPs, CPAs, CFAs, MBAs, JDs, and Ph.D.s, and have substantive backgrounds in investments, financial planning, law, family counseling, staff psychology and taxation. Along with Wescott’s unique Life-Minded Wealth® approach, this expertise helps our team develop strategic plans for clients’ wealth, focusing on the financial and emotional needs in the decision-making process. Founded in 1987, Wescott has offices in Philadelphia, Fort Washington and Miami. For more information, visit wescott.com and follow them on LinkedIn, Facebook and Twitter @WescottFin.
Wescott Financial Advisory Group