Mark McCarron is Wescott’s Principal, 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 reports, quarterly commentaries, as well as other print and digital communications regarding Wescott’s investment philosophy, perspective, outlook and performance. His rich background is in advising ultra-high-net-worth individuals, family offices and foundations on investment strategy across both traditional and alternative asset classes.
Mark began his career in the asset management industry and wealth management profession with the $800 billion investment firm, SEI Investments, in 1994, as an analyst covering U.S. and non-U.S. managers, across a range of styles and asset classes. At SEI, Mark rose to become Managing Director, Global Head of Client Investment Strategy (U.S.). He then was asked to move to SEI’s London office in 1999 to help build out SEI’s investment offering for non-U.S. clients, including institutional and private wealth clients in the U.K., Europe, Asia and South Africa. Mark went on to become Managing Director, Head of London Investment Team (U.K.), and represented the firm’s investment capabilities globally.
In both of his U.S. and U.K. roles, Mark developed a range of asset allocation models and portfolio solutions for high-net-worth individuals and institutional markets used company wide. In addition, this role encompassed the selection and ongoing monitoring of the specialist managers who would execute the strategies. Mark left SEI to take on roles in family offices that enabled him to focus his efforts on directly advising ultra-high-net-worth individuals, family offices and foundations on investment strategy.
A Chartered Financial Analyst (CFA), Mark received his bachelor’s degree in finance, with a concentration in English, from Boston College’s Carroll School of Management. He also studied international economics and comparative economic systems at the London School of Economics.
Active in the professional finance and investment communities, Mark also proudly shares his time and expertise with many community non-profits and organizations. He currently serves on the investment committee of the Chester County Community Foundation and participates in many of Wescott’s volunteer efforts.
Mark resides in Berwyn, Pennsylvania with his wife, Claudette McCarron, and their two children.