Dave Rueter serves as Wescott’s Director of Operations. In his role, Dave works with senior leadership to determine and advance long-term operational strategies, oversees the firm’s technology infrastructure and is responsible for maintaining efficient and effective operational processes. He creates and implements forward-thinking operational initiatives and leads the tactical execution and change management of resulting…
Rich Fuiman is Manager of Investment Operations for Wescott. His responsibilities include the general maintenance and updating of client portfolios within Wescott’s web-based investment portfolio management system, recording transactional information for client portfolios, reconciliation of client accounts, performance reporting and quality control. Rich plays a central role in maintaining and developing Wescott’s core information technology…
Wescott’s Manager of Trust and Client Services, Cindy Bucher is responsible for individual client and trust account services, including administration, operations support and Florida-based regulatory compliance services. In addition to her client-focused priorities, she is an active member of Wescott’s Culture & Engagement Team, which promotes a workplace that reflects our shared values by celebrating…
Helen Montana is the Manager of Account Administration for Wescott, overseeing all administrative activities relating to the custodians where client’s financial assets are held. This includes account openings, asset transfers and addressing client needs with respect to their accounts. Helen joined Wescott after 13 years at Smith Barney, where she was an account administrator. Active…
Katelyn Friel is Wescott’s Manager of Marketing and Communications. Her responsibilities include overseeing and executing Wescott’s marketing initiatives, communications and messaging, writing and designing collateral material, coordinating media, advertising and public relations campaigns and managing Wescott’s digital presence, including its web, social and digital advertising initiatives. She is also an active member of firm’s Sales…
Chris Spay is Wescott’s Trading and Operations Specialist and is responsible for placing all securities trades in client portfolios, auditing client accounts for accuracy and reconciling client reports with custodians’ statements. He is the point person for all of Wescott’s custodians for transaction-related issues and also oversees the transfer process for clients who move securities…
Greg Pinto is a Senior Technology and Operations Analyst with Wescott. In his role, Greg’s primary focus is the optimization of the firm’s various technology platforms and ensuring that Wescott is working at peak efficiency within all of its applications. He supports the Operations team with their ongoing initiatives, and serves as a business analyst…
Emma Linke is a Technology and Operations Analyst with Wescott. In her role, Emma’s primary focus is the optimization of the firm’s various technology platforms and ensuring that Wescott is working at peak efficiency within all of its applications. She supports the Operations team with their ongoing initiatives, and serves as a business analyst for…
Sofia Lowenberg is a Human Resource Manager with Wescott. She provides administrative support to the Human Resources and Finance Teams in the areas of general human resources, onboarding, human resources document management, recruitment and the performance review process. Additional support includes billing and payroll support and other routine accounting and compliance functions. She is an…
