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. She serves 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.
Helen joined Wescott after 13 years at Smith Barney, where she was an account administrator.
Helen is a member of the Philadelphia Reads program at Wescott.
She resides in Sicklerville, New Jersey and has two children.