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 sets us apart from other wealth management firms. At the center of that success 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 smart, client-specific strategies that work in the real world, not just on paper. The result is clients who feel better and live better. 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 ensure unparalleled, award-winning client service.

Grant Rawdin

J.D., CFP®
Founder and CEO
215.979.1600

Lydia P. Sheckels

CLU, ChFC, CFP®
Chief Investment Officer Emeritus, Partner and Senior Financial Advisor
215.979.1600

Mark E. McCarron

CFA
Principal, Chief Investment Officer
215.979.1668

Carrie Delgott

MBA
Chief Operating Officer/Chief Compliance Officer
215.979.1619

Margaret M. Abrams

PHR, SHRM-CP
Partner and Director of Business Operations
215.979.1601

David B. Lafferty

CFP®
Partner and Senior Financial Advisor
215.979.1606

Stephanie M. James

MBA, CFP®
Partner and Senior Financial Advisor
215.979.1694

Dan Wick

CPA
Controller
215.979.1692

Harold P. Weinstein

Ph.D.
Director of Organizational and Talent Development
215.979.1608

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

J.D., CFP®
Founder and CEO
215.979.1600

Lydia P. Sheckels

CLU, ChFC, CFP®
Chief Investment Officer Emeritus, Partner and Senior Financial Advisor
215.979.1600

Mark E. McCarron

CFA
Principal, Chief Investment Officer
215.979.1668

David B. Lafferty

CFP®
Partner and Senior Financial Advisor
215.979.1606

Scott A. Michalek

MBA, CFP®
Partner and Senior Financial Advisor
215.979.1604

Stephanie M. James

MBA, CFP®
Partner and Senior Financial Advisor
215.979.1694

Karen B. McIntyre

CFP®
Principal, Senior Financial Advisor
215.979.1683

Sandra E. Goodstein

MSFS, CDFA,CFP®
Managing Director and Senior Financial Advisor
215.979.1900

Susan M. Green

J.D., CFP®
Senior Financial Advisor and Director of Financial Planning Standards
215.979.1610

Christopher A. Cortese

MSTFP, CFP®
Senior Financial Advisor and Director of Next Gen Advisor Development
215.979.1669

Robert A. Waskiewicz

CPA, CFP®
Senior Financial Advisor
215.979.1627

Alexander J. Rawdin

CFP®
Director of Entrada Client Solutions
215.979.1674

Elaine T. Granieri

MBA, CFP®
Financial Advisor
215.979.1902

Amanda R. Weldon

CIMA®
Senior Investment Research Analyst
215.979.1614

Rebecca Thompson

Associate Financial Advisor
215.979.1685

Christopher J. Budny

Assistant Financial Advisor
215.979.1615

Matthew C. Coutcher

Assistant Financial Advisor
215.979.1537

Joseph A. Frazer

Assistant Financial Advisor
215.979.1678

Philip J. Simone

Assistant Financial Advisor
215.979.1563

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.

Richard Fuiman

CPA, MSA
Manager of Investment Operations
215.979.1579

Cynthia J. Bucher

Manager of Trust and Client Services
305.960.2223

Helen C. Montana

Manager of Account Administration
215.979.1612

Christopher A. Spay

Trading and Operations Specialist
215.979.1663

Katelyn O. Friel

Manager of Marketing & Communications
215.979.1660

Gregory P. Pinto

Operations Analyst
215.979.1639

Sofia A. Lowenberg

SHRM-SCP
Human Resource Generalist
215.979.1618

Jessica Reid

Executive Assistant/Advisor Assistant
215.979.1625

Julia L. Reynolds

Advisor Assistant/Office Coordinator
215.979.1904

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