Wescott Financial Advisory Group

Wescott Financial Advisory Group

Wescott Financial Advisory Group

Overview
Date Founded

1987

Headquarters

30 South 17th Street Philadelphia PA United States 19103-4196

Type of Company

Private

Employees (Worldwide)

30

Industries

Investment Services & Portfolio Management

Company Description

Wescott Financial Advisory Group LLC provides investment advice. offers bespoke portfolio and active management services. The company was founded in 1987 and is headquartered in Philadelphia, PA.

Website

http://www.wescott.com

Contact Data
Trying to get in touch with decision makers at Wescott Financial Advisory Group? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
In The News
PR Newswire
January 11, 2021
Protiviti Promotes 34 Leaders to Managing Director and Senior Director Positions; Nearly 1,100 people also promoted throughout the global consulting firm
Business Wire
July 9, 2020
Forbion Announces First Close of Forbion Growth Opportunities Fund at EUR 185 Million (USD 208 Million)
ENP Newswire
June 17, 2020
-AEROJET ROCKETDYNE CEO EILEEN DRAKE NAMED TO NATIONAL SPACE COUNCIL USERS' ADVISORY GROUP
Nasdaq
June 16, 2020
Aerojet Rocketdyne CEO Eileen Drake Named to National Space Council Users’ Advisory Group
Business Wire
April 16, 2020
Christopher Mallon Joins Lazard Financial Advisory as a Senior Adviser; -Providing strategic counsel to Lazard's global Restructuring practice-

Reveal deeper insights into your organization's relationships
with RelSci Contact Aggregator.

Empower Your Business Applications with Industry-Leading
Relationship Data from the RelSci API.

Get Contact Information on the
World's Most Influential Decision Makers.

Discover the Power of Your Network with
RelSci Premium Products.
Executives & Employees
See More
Grant Rawdin

Founder & Chief Executive Officer

Carrie Delgott

Chief Operating Officer, Chief Compliance Officer

Stephanie M. James

Partner & Senior Financial Advisor

Scott A. Michalek

Partner & Senior Financial Advisor

David B. Lafferty

Partner & Senior Financial Advisor

Margaret M. Abrams

Partner & Director of Human Resources & Administration

Catherine M. Seeber

Principal & Senior Financial Advisor

Lydia P. Sheckels

Partner, CIO Emeritus & Senior Financial Advisor

Harold P. Weinstein

Director of Organizational & Talent Development

Richard Fuiman

Controller & Manager of Investment Operations

Trending People
Page Street Publishing Co.
Author Steve Wollett's new book "God's Assassin" is a spellbinding thriller foll... - PR Newswire
The Pratt & Whitney Co., Inc.
Damage to fan blade in United Boeing 777 engine consistent with metal fatigue -N... - Nasdaq
HSBC Holdings Plc
HSBC's annual profit falls 34% as COVID-19 takes toll - Nasdaq
Trending Organizations
Page Street Publishing Co.
Author Steve Wollett's new book "God's Assassin" is a spellbinding thriller foll... - PR Newswire
The Pratt & Whitney Co., Inc.
Damage to fan blade in United Boeing 777 engine consistent with metal fatigue -N... - Nasdaq
HSBC Holdings Plc
HSBC's annual profit falls 34% as COVID-19 takes toll - Nasdaq
Paths to Wescott Financial Advisory Group
Potential Connections via
Relationship Science
You
Wescott Financial Advisory Group
Advisors & Consultants
Advisor
Catherine M. Seeber

Principal & Senior Financial Advisor at Wescott Financial Advisory Group

Advisor
David B. Lafferty

Partner & Senior Financial Advisor at Wescott Financial Advisory Group

Advisor
Scott A. Michalek

Partner & Senior Financial Advisor at Wescott Financial Advisory Group
Non-Profit Donations & Grants
$500 +
2018
The Barnes Foundation - Philadelphia

$1,000 - $4,999
2018
Inglis Foundation

$500 - $999
2010
Bethesda Project

Awards & Honors
Rank #42
2015
Financial Planning Magazine - Fastest Growing RIAs
Sponsored by Source Media Holdings, Inc.
Rank #100
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Sponsored by Financial Advisor Magazine
Rank #98
2014
Financial Advisor Magazine - Top RIA Survey
Sponsored by Dow Jones & Company, Inc.

Stay informed and up-to-date on your network with RelSci news and business alerting service. Nurture your network and further your business goals with smart intelligence on the people and companies that matter most to you.

Browse in-depth profiles on 12 million influential people and organizations. Find RelSci relationships, employment history, board memberships, donations, awards, and more.

Explore notable alumni from top universities and organizations. Expand your fundraising pool and make warm introductions to potential new business connections.

Harness the power of your relationships with RelSci Pro, the powerful platform for identifying relationship-driven business opportunities and connections that can propel your career forward.

Stay informed and up-to-date on your network with RelSci news and business alerting service. Nurture your network and further your business goals with smart intelligence on the people and companies that matter most to you.

Browse in-depth profiles on 12 million influential people and organizations. Find RelSci relationships, employment history, board memberships, donations, awards, and more.

Explore notable alumni from top universities and organizations. Expand your fundraising pool and make warm introductions to potential new business connections.

Harness the power of your relationships with RelSci Pro, the powerful platform for identifying relationship-driven business opportunities and connections that can propel your career forward.
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Wescott Financial Advisory Group. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Wescott Financial Advisory Group's profile does not indicate a business or promotional relationship of any kind between RelSci and Wescott Financial Advisory Group.