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…
Carrie Delgott is Wescott’s President, Chief Operating Officer and Chief Compliance Officer. As President and a leader of the firm’s Management Committee, she plays a critical role in guiding Wescott’s operational, financial, client service and growth initiatives, making sure solutions and innovations align with firm values and vision. Her role helps define, implement and monitor…
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…
A Partner, Director of Human Resources and Administration with Wescott, Margie Abrams oversees and manages the firm’s human resources and administrative initiatives, including all business operations, facilities management and document management for its offices. She is a member of Wescott’s Diversity, Inclusion & Belonging (DIB), Finance and Management Committees. The Management Committee oversees firm-wide…
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…
As Wescott’s Controller, Dan Wick is responsible for overseeing all of Wescott’s business’s financial functions, including accounting, billing, budgeting, business plan, reporting, tax and banking. As a member of Wescott’s Management Committee, Dan is part of the strategic planning and analytics assessment of the firm. He is an integral part of Wescott’s merger & acquisition…
Harold Weinstein is Wescott’s Director of Organizational and Talent Development, and is responsible for organizational development, alignment and cross-functional effectiveness. Harold’s primary focus is creating positive, productive and satisfying experiences and outcomes for clients and employees alike. He operates with a leadership philosophy that centers on a core belief that the most successful organizations are…
