What Does PE Buyout Of Focus Financial Mean For RIAs?
February 8, 2023 - Grant Rawdin, Founder and CEO, quoted in Family Wealth Report
Expert Advice Featured in National, Local and Industry Media
February 8, 2023 - Grant Rawdin, Founder and CEO, quoted in Family Wealth Report
February 3, 2023 - Mark McCarron, Partner and Chief Investment Officer, quoted in the New York Times
October 25, 2022 - Wescott named a Top 100 RIA Firm in the U.S. on Forbes' Inaugural List. (Awarded October 2022 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
September 2022 - Wescott ranked #22, marking its thirteenth consecutive year on their annual Top 100 Advisor Rankings (Awarded September 2022 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
July 5, 2022 - Mark McCarron, Chief Investment Officer, quoted in Barron's
May 17, 2022 - Harold Weinstein, Director of Organizational and Talent Development, quoted in Barron's
March 25, 2022 - Grant Rawdin, Founder and CEO, interviewed by Barron's
March 1, 2022 - Grant Rawdin, Founder and CEO, quoted in Barron's
January 13, 2022 - Wescott, Grant Rawdin, Founder and CEO, and Rick Volpe, Partner, Director of Charitable & Estate Planning/Tax Compliance, featured on Financial Advisor Online
