Grant Rawdin is Founder and CEO of Wescott. Wescott grew from the tax, business and estate services he provided to clients at Duane Morris LLP, a venerable AMLaw 100 law firm; Wescott was founded in 1987. Grant is an attorney, an accountant and a CERTIFIED FINANCIAL PLANNER® professional and has served as advisor to many…
Mark McCarron is Wescott’s Partner, Chief Investment Officer, leading Wescott’s Investment Research Group and co-chairing Wescott’s Investment Committee. He manages Wescott’s investment team in researching, designing and implementing Wescott’s investment strategies and portfolio solutions for the firm’s clients through constantly evolving markets. Mark is also responsible for client related communications on investment-focused matters, including research…
Dave Lafferty is a Partner and Senior Financial Advisor with Wescott, and is responsible for the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. His expertise is in comprehensive financial planning, tax, cash flow, retirement planning, insurance and estate planning, portfolio analysis and investment policy…
Stephanie James is a Partner, Managing Director of Advisor Services and Senior Financial Advisor with Wescott, focusing on the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. Her expertise is in comprehensive financial planning, tax, cash flow, retirement planning, insurance and estate planning, portfolio analysis…
Richard J. Volpe is Wescott’s Partner, Charitable & Estate Planning. As Partner and member of Wescott’s management group, he plays a critical role in strategizing and implementing the firm’s entrepreneurial, financial, business development and operational initiatives for clients, employees and shareholders. With over 45 years in the financial planning and wealth management profession, he brings…
Scott Michalek is a Partner and Senior Financial Advisor with Wescott and is responsible for the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. With more than 25 years’ of experience, Scott’s expertise is in comprehensive financial planning, portfolio policy and analysis, retirement planning and…
As Partner, Senior Financial Advisor and Business Development Officer, Karen McIntyre provides financial planning and wealth management advice and services to our family of clients. She specializes in working with executives, professionals and small business owners, as well as clients who are newly widowed or divorced. Karen is well versed in the income tax implications…
Susan Green is a Partner, Senior Financial Advisor and Director of Financial Planning Standards with Wescott and is responsible for the preparation and ongoing management of clients’ financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. Susan’s expertise is in comprehensive financial planning, tax, cash flow, retirement planning, estate planning, portfolio policy…
Chris Cortese is a Partner, Senior Financial Advisor and Director of Nex Gen Advisor Development with Wescott and is responsible for the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. His responsibilities are related to all facets of financial planning, investment portfolios and wealth management. …
