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®
Partner, CIO Emeritus 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 Human Resources and Administration
215.979.1601

David B. Lafferty

CFP®
Partner and Senior Financial Advisor
215.979.1606

Richard J. Volpe

CFP®, CLU®, ChFC®, AEP®
Partner, Director of Charitable & Estate Planning/Tax Compliance
215.209.4104

Stephanie M. James

MBA, CFP®
Partner and Senior Financial Advisor
215.979.1694

Sean M. Roberts

CFA, CFP®
Partner, Chief Investment Strategist
215.209.4107

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®
Partner, CIO Emeritus 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

Richard J. Volpe

CFP®, CLU®, ChFC®, AEP®
Partner, Director of Charitable & Estate Planning/Tax Compliance
215.209.4104

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

Sean M. Roberts

CFA, CFP®
Partner, Chief Investment Strategist
215.209.4107

Daniel J. Esquirell

MBA, CFP®, CPA, CKA®
Partner, Senior Financial Advisor
215.209.4108

Bethany Landis

CFP®, CFS®
Partner, Senior Financial Advisor
215.209.4111

Michele Hewitt

CPA
Partner, Senior Advisor/Client Tax Compliance
215.209.4110

Katherine V. Blackney

CEP®
Partner, Senior Advisor/Charitable and Estate Planning
215.209.4106

Karen B. McIntyre

CFP®
Principal, Senior Financial Advisor
215.979.1683

Sandra E. Goodstein

MSFS, CDFA, CFP®
Principal and Senior Financial Advisor
215.979.1900

Susan M. Green

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

Christopher A. Cortese

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

Jocelyn Schwartz

LL.M., J.D.
Principal, Senior Financial Advisor
215.979.1537

Robert A. Waskiewicz

CPA, CFP®
Principal and Senior Financial Advisor
215.979.1627

Alexander J. Rawdin

CFP®
Business Development Officer
215.979.1674

Elaine T. Granieri

MBA, CFP®
Financial Advisor
215.979.1902

Rebecca Thompson

CFP®
Financial Advisor
215.979.1685

Kristen Barker

CFP®
Financial Advisor
215.209.4116

Scott Levin

LL.M., J.D., MBA, CFP®, ChFC®, CAP®, MCEP®
Advisor, Charitable and Estate Planning
215.209.4103

Tim Ferko

CFP®, ChFC®
Financial Advisor
215.209.4102

Rebecca E. Iacopelli

CFP®
Financial Advisor
215.979.1687

James P. Ciamacco

CFP®
Financial Advisor
215.979.1911

Jordan Shaw

CFP®
Financial Advisor
215.209.4112

Amanda R. Weldon

CIMA®
Senior Investment Research Analyst
215.979.1614

Philip J. Simone

CFP®
Associate Financial Advisor
215.979.1563

Joseph A. Frazer

CFP®
Associate Financial Advisor
215.979.1678

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

MSA, CPA
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

Zahia Dolenti

CES™
Tax and Estate Planning Support
215.209.4118

Gregory P. Pinto

Operations Analyst
215.979.1639

Emma Linke

FPQP™
Operations Analyst
215.209.4122

Anthony Scardelletti

Operations Analyst
215.979.1653

Sofia A. Lowenberg

SHRM-SCP
Human Resource Generalist
215.979.1618

Darlene Palmer

CES™, FPQP™
Office Manager/Advisor Coordinator
215.209.4105

Beverly Anders

FPQP™
Client Service Associate
215.209.4114

Luisa A. Shah

Client Service Associate
215.979.1656

Robert Moore

FPQP™
Client Service Associate
215.209.4115

Jessica Reid

Executive Assistant/Advisor Assistant
215.979.1625

Julia L. Reynolds

Advisor Assistant/Office Coordinator
215.979.1904

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