Rich Fuiman is Manager of Investment Operations for Wescott. His responsibilities include the general maintenance and updating of client portfolios within Wescott’s web-based investment portfolio management system, recording transactional information for client portfolios, reconciliation of client accounts, performance reporting and quality control. Rich plays a central role in maintaining and developing Wescott’s core information technology systems and processes. He also 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.
Prior to joining Wescott, Rich was a senior associate in the audit division of a large regional accounting firm. His background also includes experience as a financial planner.
Rich is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.
He is a graduate of Bowling Green State University, where he earned both his bachelor’s and master’s degrees in accounting.
Leader of his local Cub Scouts pack, Rich resides in Drexel Hill, Pennsylvania with his wife, Michelle Fuiman, and their three children.