A Team of Life-Minded Experts to Rely On

Helping Clients See All Sides of Every Financial Decision

Our Professionals

Wescott’s ability to provide clients with financial guidance and peace of mind helps to set us apart from other wealth management firms. At the center of our achievements is a team with a unique blend of financial expertise and life expertise.

A culture focused on client service excellence

Our professionals are client-focused and results-driven. This means creating smart, client-specific strategies and solutions that work in the real world, not just on paper. The result is the ability to provide clients’ with the tools and guidance to help them feel confident in their financial and personal decisions. That’s Life-Minded Wealth®.

Executive Team

Wescott’s leadership team defines the current and future paths of the organization and guides the firm’s progress and team toward shared goals. With decades of combined expertise, Wescott’s leaders use their diverse experience across various roles to help ensure excellence in client service.

Grant Rawdin

Grant Rawdin

J.D., CFP®
Founder and CEO
1-215-979-1600
Carrie Delgott

Carrie Delgott

MBA
President, Chief Operating Officer/Chief Compliance Officer
1-215-979-1619
Mark McCarron

Mark E. McCarron

CFA
Partner, Chief Investment Officer
1-215-979-1668
Lydia Sheckels

Lydia P. Sheckels

CLU®, ChFC®, CFP®
Partner, CIO Emeritus and Senior Financial Advisor
215-979-1600
Margie Abrams

Margaret M. Abrams

PHR, SHRM-CP
Partner and Director of Human Resources and Administration
1-215-979-1601
David Lafferty

David B. Lafferty

CFP®
Partner and Senior Financial Advisor
1-215-979-1606
Richard Volpe

Richard J. Volpe

CFP®, CLU®, ChFC®, AEP®
Partner, Director of Charitable & Estate Planning
1-215-209-4104
Stephanie James

Stephanie M. James

MBA, CFP®
Partner, Managing Director of Advisor Services and Senior Financial Advisor
1-215-979-1694
Sean Roberts

Sean M. Roberts

CFA, CFP®
Partner, Chief Investment Strategist
1-215-209-4107
Dan Wick

Daniel Wick

CPA
Controller
1-215-979-1692
Harold Weinstein

Harold P. Weinstein

Ph.D.
Director of Organizational and Talent Development
1-215-979-1600

Financial and Investment Advisory Team

Client facing and results driven, our financial and investment teams include experts with an array of designations who are dedicated to client success. Excelling in services ranging from investment management to wealth management to tax planning to guidance during significant life events, their mission always centers on helping clients achieve their financial and life goals.

Grant Rawdin

Grant Rawdin

J.D., CFP®
Founder and CEO
1-215-979-1600
Mark McCarron

Mark E. McCarron

CFA
Partner, Chief Investment Officer
1-215-979-1668
Lydia Sheckels

Lydia P. Sheckels

CLU®, ChFC®, CFP®
Partner, CIO Emeritus and Senior Financial Advisor
215-979-1600
David Lafferty

David B. Lafferty

CFP®
Partner and Senior Financial Advisor
1-215-979-1606
Richard Volpe

Richard J. Volpe

CFP®, CLU®, ChFC®, AEP®
Partner, Director of Charitable & Estate Planning
1-215-209-4104
Scott Michalek

Scott A. Michalek

MBA, CFP®
Partner and Senior Financial Advisor
1-215-979-1604
Stephanie James

Stephanie M. James

MBA, CFP®
Partner, Managing Director of Advisor Services and Senior Financial Advisor
1-215-979-1694
Sean Roberts

Sean M. Roberts

CFA, CFP®
Partner, Chief Investment Strategist
1-215-209-4107
Karen-McIntyre@2x-min

Karen B. McIntyre

CFP®
Partner, Senior Financial Advisor and Business Development Officer
1-215-979-1683
Susan Green

Susan M. Green

J.D., CFP®
Partner, Senior Financial Advisor and Director of Financial Planning Standards
1-215-979-1610
Christopher Cortese

Christopher A. Cortese

MSTFP, CFP®
Partner, Senior Financial Advisor and Director of Next Gen Advisor Development
1-215-979-1669
Robert Waskiewicz

Robert A. Waskiewicz

CPA, CFP®
Partner and Senior Financial Advisor
1-215-979-1627
Daniel Esquirell

Daniel J. Esquirell

MBA, CFP®, CPA, CKA®
Principal, Senior Financial Advisor
1-215-209-4108
Bethany Landis

Bethany Landis

CFP®, CFS®
Principal, Senior Financial Advisor and Client Service Liaison
1-215-209-4111
Michele Hewitt

Michele Hewitt

CPA, CFP®
Principal, Senior Advisor/Client Tax Compliance
1-215-209-4110
Sandra Goodstein

Sandra E. Goodstein

MSFS, CDFA, CFP®
Principal and Senior Financial Advisor
1-215-979-1900
Alexander Rawdin

Alexander J. Rawdin

CFP®
Business Development Officer
1-215-979-1616
Amanda Weldon

Amanda R. Weldon

CIMA®
Senior Investment Research Analyst
1-215-979-1614
Andrea Berger

Andrea S. Berger

CFP®
Senior Financial Planning Analyst
1-215-979-1608
Scott Levin

Scott Levin

J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP®
Advisor, Charitable and Estate Planning
1-215-209-4103
Timothy Ferko

Tim Ferko

MBA, CFP®, ChFC®
Financial Advisor
1-215-209-4102
Rebecca Iacopelli

Rebecca E. Iacopelli

CFP®
Financial Advisor
1-215-979-1687
James Ciamacco

James P. Ciamacco

CFP®
Financial Advisor
1-215-979-1911
Wendy Ellis

Wendy M. Ellis

MBA, CFP®
Financial Advisor
1-215-979-1613
Joseph Frazer

Joseph A. Frazer

CFP®
Financial Advisor
1-215-979-1678
Charles Johnston

Charles H. Johnston

CFP®
Associate Financial Advisor
1-215-979-1654
Brendan Hunter

Brendan R. Hunter

MS
Associate Financial Advisor
1-215-979-1921
Benjamin Janssen

Benjamin G. Janssen

MBA, CFP®
Associate Financial Advisor
1-215-979-1666
Ollisha Fisher

Ollisha Fisher

Assistant Financial Advisor
215-979-1652

Client Services and Operations

Our client services team is a devoted group of individuals with expertise in marketing, business, technology, client administration, trading and compliance. Their various roles help ensure an optimal experience for Wescott’s clients and team.

Dave-Rueter

David P. Rueter

Director of Operations
1-215-979-1685
Fuiman Richard

Richard Fuiman

MSA, CPA
Manager of Investment Operations
1-215-979-1579
Cindy Bucher

Cynthia J. Bucher

Manager of Trust and Client Services
1-305-960-2223
Helen Montana

Helen C. Montana

Manager of Account Administration
1-215-979-1612
Katelyn Friel

Katelyn O. Friel

Manager of Marketing & Communications
1-215-979-1660
Christopher Spay

Christopher A. Spay

Trading and Operations Specialist
1-215-979-1663
Gregory Pinto

Gregory P. Pinto

Senior Technology & Operations Analyst
1-215-979-1639
Zahia Dolenti

Zahia Dolenti

CES™
Tax and Estate Planning Support
1-215-209-4118
Emma Linke

Emma Linke

FPQP™
Technology & Operations Analyst
1-215-209-4122
William Walker

William H. Walker

Business Development Representative
1-215-979-1653
Sofia-Lowenberg@2x

Sofia A. Lowenberg

SHRM-SCP
Human Resource Manager
1-215-979-1618
Darlene Palmer

Darlene Palmer

CES™, FPQP™
Office Manager/Advisor Coordinator
1-215-209-4105
Luisa Shah

Luisa A. Shah

FPQP™
Client Service Associate
1-215-979-1656
Robert Moore

Robert Moore

FPQP™
Client Service Associate
1-215-209-4115
Kelley Smith

Kelley D. Smith

Executive Assistant
1-215-979-1625
Julia Reynolds

Julia L. Reynolds

Client Service Associate/Advisor Support
1-215-979-1904
Amber Bentley

Amber A. Bentley

Advisor Support Specialist
1-215-979-1913

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