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.
In addition to being an active member of Wescott’s Operations Team, 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. Active in her community, she is a member of the Achieve Now program, formerly Philadelphia Reads, and participates in many of Wescott’s volunteer efforts.
She resides in Sicklerville, New Jersey and has two children.