Joseph Frazer is a Financial Advisor with Wescott, working in close collaboration with Wescott’s Principal and Senior Financial Advisors to onboard, maintain and deliver comprehensive wealth management and financial planning services to clients. His responsibilities include the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation.
As a member of Wescott’s Tax Alpha Group, Joe assists in the development of tax-efficient strategies and educational materials to address clients’ complex tax issues and reduce their income tax liabilities. He 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.
Joe is also a member of Wescott’s Diversity Equity and Inclusion (DEI) Committee. Most recently, he completed NAPFA’s Diversity Equity and Inclusion Training and Certificate Program. This program aims to provide resources and education around four specific DE&I topics: culture, hiring practices, people and inclusion.
Prior to joining Wescott, Joe interned with J.P. Morgan Chase in their global finance and business analyst program where he worked on several projects streamlining their “business as usual” processes.
A Certified Financial Planner™ (CFP®), Joe earned his bachelor’s degree in business administration with a concentration in finance and financial planning from Temple University’s Fox School of Business. While at Temple, he managed the William C. Dunkelberg Owl Fund’s portfolio over the summer and additionally served as an analyst to the Consumer and Technology sectors. The William C. Dunkelberg Owl Fund is a student run investment portfolio management team supervising a portion of the University’s endowment. He was also actively involved in their chapter of Athletes Helping Athletes, where he served as treasurer.
Joe resides in Philadelphia, Pennsylvania.