Alex Rawdin is Wescott’s Business Development Officer. In his role, Alex designs and implements Wescott’s annual business development strategy while identifying, cultivating, and maintaining relationships with centers of influence, key lead sources, and prospective clients. Alex leverages his financial, business, sales, and digital background to lead Wescott’s efforts in attaining the firm’s wealth management sales and marketing objectives.
Additionally, Alex serves as a member of Wescott’s Sales and Marketing Committees. He also sits on the firm’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers, and asset allocation design.
Most recently, Alex served as Wescott’s Director of Entrada Client Solutions, spearheading the firm’s development of Entrada, an end-to-end digital investment management and financial planning solution. Prior to joining Wescott, Alex served as Senior Campaign Specialist on the Revenue Operations Team at Pandora Media Inc., focusing on strategy, planning, and implementation of large-scale digital campaigns on behalf of multi-national advertisers. There, he helped to drive operational excellence through white-glove client service and revenue/service design initiatives.
Alex also served as Digital Marketing lead for Phigital, Inc., an international start-up focused on building mobile technology for brands to further engage their consumers. There he was responsible for shaping the firm’s digital and social presence, and crafting brand voice. Alex began his career at Universal Attractions Agency, a boutique music and talent agency in New York City, where he held dual sales and marketing roles as Senior Agent & Social Media Lead.
A Certified Financial Planner™ (CFP®), Alex received his Bachelor of Science degree in Entrepreneurship & Emerging Enterprises from The Whitman School of Management at Syracuse University. Alex is also a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA).
Civically, Alex has served as Artist Liaison for HeadCount, a non-profit leveraging live music as a medium for non-partisan engagement. He continues to play and write music, a passion he discovered at a young age.
Alex resides in Philadelphia, Pennsylvania with his wife, Hannah Rawdin, their daughter, Penelope, and their dog, Louie.