Wescott Financial Advisory Group, LLC

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Wescott Financial Advisory Group, LLC Employees

Employee
Years
Job
Industry
Catherine Seeber, CFP® Catherine Seeber, CFP® Greater Philadelphia Area Details
Catherine Seeber, CFP®'s Wescott Financial Advisory Group, LLC Experience January 2001 - Present
Job National Board Member at Financial Planning Association (FPA)
Industry Financial Services
Experience
Financial Planning Association (FPA)   January 2015 - Present
Wescott Financial Advisory Group LLC  January 2001 - Present

Skills
Estate Planning, Financial Advisory, Investment Advisory, Strategic Financial..., Retirement Planning, Wealth Management

Education
Goldey Beacom College
Bachelor of Science (B.S.), Concentration in Finance

University of Delaware
Business Administration

Joseph Nader Joseph Nader Miami, Florida Details
Joseph Nader's Wescott Financial Advisory Group, LLC Experience August 2012 - July 2015
Job Wealth Management Professional
Industry Investment Management
Experience
Calamos Wealth Management   July 2015 - Present
Wescott Financial Advisory Group, LLC   August 2012 - July 2015
Coral Gables Trust Company   2009 - 2012

Education
American University
Master of Business Administration (MBA), International Business

Katelyn Friel Katelyn Friel United States Details
Katelyn Friel's Wescott Financial Advisory Group, LLC Experience April 2014 - Present
Job Marketing & Sales Coordinator at Wescott Financial Advisory Group, LLC
Industry
Experience
Wescott Financial Advisory Group, LLC   April 2014 - Present
Nordstrom  September 2013 - April 2014
DanceMedia, LLC.   September 2011 - September 2013
DanceMedia, LLC   July 2008 - September 2011

Skills
Microsoft Office, Social Media, CRM, Google Analytics, French, Classical Ballet, Modern Dance, Marketing, Publications, Facebook, Blogging, Event Planning, Online Advertising

Education
Rider University   2006 — 2008
Bachelor of Arts (BA), Communication and Media Studies; Public Relations

DeSales University   2004 — 2006
Bachelor of Arts (BA), Dance Performance

Amy Venuto Amy Venuto Greater Philadelphia Area Details
Amy Venuto's Wescott Financial Advisory Group, LLC Experience June 2012 - Present
Job Administrative Assistant at Wescott Financial Advisory Group, LLC
Industry Investment Management
Experience
Wescott Financial Advisory Group, LLC   June 2012 - Present
Bucks County Clerk of Courts   July 2011 - June 2012
Bucks County Clerk of Courts   May 2010 - January 2011
Joe Hand Promotions   May 2009 - August 2010
Newtown Chocolatier   May 2007 - April 2010

Skills
Archival and..., Research, Writing and..., Public Speaking, Clerical Work, Databases, Data Entry, Customer Service, Microsoft Office, American History, Legal Documents, Presentations, Salesforce.com

Education
Muhlenberg College   2007 — 2011
BA, History (major) and Political Science (minor), 3.88

Harold Weinstein Harold Weinstein Greater Philadelphia Area Details
Harold Weinstein's Wescott Financial Advisory Group, LLC Experience January 2012 - Present
Job Partner at Global Executive Learning
Industry Human Resources
Experience
Global Executive Learning   January 2005 - Present
Wescott Financial Advisory Group, LLC   January 2012 - Present
H Weinstein & Associates   November 2004 - Present
Wescott Financial Advisory Group LLC  January 2009 - January 2012
Caliper Human Strategies   January 1985 - November 2005

Skills
360 Feedback, Executive Coaching, Organizational..., Leadership Development, Succession Planning, Talent Management, Organizational..., Organizational Design, Performance Management, Executive Development, HR Consulting, Employee Engagement, Change Management, Management Consulting, Talent Acquisition, Team Building, Strategic Planning, Management, Leadership, Strategy, Recruiting, Program Management, Human Resources, Business Development, Business Strategy, Coaching, Consulting, Workshop Facilitation

Education
Michigan State University   1975 — 1979
Ph.D.

Minnesota State University, Mankato   1971 — 1972
M.S.

Hofstra University   1967 — 1971
BA

Ariel A. Marin Ariel A. Marin Philadelphia, Pennsylvania Details
Ariel A. Marin's Wescott Financial Advisory Group, LLC Experience August 2014 - Present
Job Associate Financial Advisor at Wescott Financial Advisory Group, LLC
Industry Financial Services
Experience
Wescott Financial Advisory Group, LLC   August 2014 - Present
Merrill Lynch  August 2012 - July 2014
Senior Law Center   September 2011 - June 2012
Ennovance Capital   October 2011 - April 2012
Law Offices of Kenneth Panzer   January 2007 - July 2007

Skills
Estate Planning, Legal Research, Tax Law, Trusts, Legal Writing, Private Equity, Due Diligence, Westlaw, Estate Tax Planning, Investments, Series 7, Series 66

Education
Villanova Law School, Graduate Tax Program   2011 — 2012
LL.M., Tax Law and Certificate in Estate Planning

City University of New York School of Law at Queens College   2007 — 2010
J.D., Law

The George Washington University   2002 — 2006
B.A., International Affairs

Carla Perez-Abreu Carla Perez-Abreu New York, New York Details
Carla Perez-Abreu's Wescott Financial Advisory Group, LLC Experience June 2011 - August 2011
Job Marketing Manager at Univision Communications Inc.
Industry Marketing and Advertising
Experience
Univision Communications Inc.  January 2015 - Present
Univision Communications Inc.  October 2013 - Present
Bacardi  June 2012 - August 2012
Wescott Financial Advisory Group, LLC   June 2011 - August 2011
Intercredit Bank, N.A   June 2010 - August 2010
MegaTV Channel Station   June 2009 - August 2009

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Market Research, Editing, Entrepreneurship, Marketing, Management, Research, Public Speaking, Strategy, Event Planning, Press Releases, Analysis, Spanish, Project Management, Budgets, Marketing Communications, Product Marketing, Brand Management, Sales, Marketing Strategy, Marketing Research

Education
Babson College   2009 — 2013
Bachelor of Business Administration (BBA), Business Management; Marketing, Entrepreneurship

Carrollton School of the Sacred Heart   2006 — 2009
International Baccalaureate

Sandra E. Goodstein, CFP, MSFS, CDFA Sandra E. Goodstein, CFP, MSFS, CDFA Greater Philadelphia Area Details
Sandra E. Goodstein, CFP, MSFS, CDFA's Wescott Financial Advisory Group, LLC Experience April 2015 - Present
Job Managing Director and Senior Financial Advisor at Wescott Financial Advisory Group, LLC
Industry Financial Services
Experience
Wescott Financial Advisory Group, LLC   April 2015 - Present
Goodstein & Associates, LLC   March 2004 - April 2015
American Express Financial Advisors  1980 - 2004

Education
American College   1983 — 1986
Masters of Science, Financial Services

Temple University   1969 — 1972
Bachelor's degree, Communications

Abington High School   1965 — 1969
High School Diploma

Natalie Beckwith Natalie Beckwith Greater Philadelphia Area Details
Natalie Beckwith's Wescott Financial Advisory Group, LLC Experience May 2012 - January 2014
Job Marketing, Sustainability, & Non Profit Professional Seeking New Opportunities
Industry Marketing and Advertising
Experience
Wescott Financial Advisory Group, LLC   May 2012 - January 2014
The Delaware Valley Green Building Council   2007 - May 2012
Philly Real Estate Group   2006 - 2007
Whole Foods Market  2002 - 2006

Skills
Sustainability, Social Media, Microsoft Office, Green Building, Microsoft Excel, Adobe Creative Suite, Proposal Writing, Grant Writing, Non-profits, LEED, LEED AP, Public Speaking, Community Outreach, Sustainable Design, Sustainable Business, Environmental Awareness, LEED projects, Creative Direction, Project Planning, Contract Negotiation, Renewable Energy, Nonprofits, Sustainable Development, Organizational..., Sustainability..., Energy Efficiency, Corporate Social..., Design Research, Non-profit Leadership, Event Planning, Strategic Planning, Community Development, Sustainable Energy, Energy Audits, Energy, Training, Marketing

Education
Temple University
Tyler School of Art, Painting & Printmaking

Bryan Clark Bryan Clark Philadelphia, Pennsylvania Details
Bryan Clark's Wescott Financial Advisory Group, LLC Experience June 2011 - September 2011
Job Junior Auditor, Retroactive Termination at Connolly iHealth Technologies LLC
Industry Hospital & Health Care
Experience
Connolly, LLC  July 2014 - Present
Connolly, LLC  January 2014 - July 2014
Genius Enterprises, Inc.   May 2013 - October 2013
Chipotle Mexican Grill  December 2010 - May 2013
Levi Strauss & Co.   June 2011 - December 2011
Wescott Financial Advisory Group, LLC   June 2011 - September 2011
PECO Energy  June 2008 - August 2009
Mt. Airy Real Estate   June 2007 - August 2007

Skills
Customer Service, Communication Skills, Team Leadership, Youth Leadership, Hospitality, Hosting, Organization &..., Retail Sales, Direct Marketing, Product Marketing, Contract Negotiation, Retail, Payroll, PeopleSoft, Customer Experience, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Data Entry, Time Management, Cashiering, Photoshop, Telephone Skills, Training, Management, Social Networking, Sales, Event Planning, Phone Etiquette, Leadership, Cash Register, Marketing, Cold Calling, Teamwork, Real Estate, Trade Shows, Filing, Employee Training, Merchandising, Direct Sales, Receptionist Duties, Team Building, Team-oriented, Office Administration, Sales Presentations, Advertising, Event Management

Education
Penn State University   2009 — 2013
Pursuing BS, Crime, Law & Justice, Senior

Scott A. Poulin Scott A. Poulin Miami/Fort Lauderdale Area Details
Scott A. Poulin's Wescott Financial Advisory Group, LLC Experience February 2010 - July 2015
Job Regional Director & Senior Wealth Advisor Calamos Wealth Management, LLC
Industry Investment Management
Experience
Calamos Wealth Management   July 2015 - Present
Wescott Financial Advisory Group, LLC   February 2010 - July 2015
Gibraltar Private Bank & Trust  January 1998 - March 2008

Skills
Wealth Management, Investments, Asset Managment, Retirement Planning, Strategic Financial..., Asset Allocation, Investment Advisory, Financial Advisory, High Net Worth..., Portfolio Management, Investment Strategies, Wealth Management..., Securities, Equities

Education
Barry University   2009 — 2010
CFP Board Registered Certificate Program

Northwestern University - Kellogg School of Management   1991 — 1992
National Trust School

University of Miami - School of Business   1989 — 1991
MBA, Management & Finance

Babson College   1984 — 1988
BS, Finance, Investments & Economics

South Catholic High School   1980 — 1984

Tamra Feldman Tamra Feldman Philadelphia, Pennsylvania Details
Tamra Feldman's Wescott Financial Advisory Group, LLC Experience March 2012 - November 2013
Job Executive Assistant to CEO
Industry Executive Office
Experience
Pembroke Consulting   March 2014 - Present
Private Equity Firm (Contract Position)   November 2013 - March 2014
Wescott Financial Advisory Group, LLC   March 2012 - November 2013
Philadelphia Workforce Investment Board  May 2008 - March 2012
Entertainment Services Unlimited   2000 - 2008
KYW-TV  1998 - 2000
Ruffhouse Records   1995 - 1998

Skills
Travel Coordination, Microsoft Office, Administration, Budget Management, Customer Relations, Strategic Planning, Problem Solving, Event Planning, Event Management, Logistics, Organizing, Planning, Media Relations, Public Relations, Talent Management, Project Planning, Budgets, Customer Service, Team Leadership, Editing, Leadership, Fundraising, Nonprofits, Time Management, Management, Radio, Office Management, Human Resources, Meeting Planning, Social Networking, Social Media Marketing, Research, Publicity, System Administration, Public Speaking, Music Industry, Entertainment, Social Media, Marketing, Sales, Advertising, Facebook, Interviews, Music, Volunteer Management, Community Outreach, Microsoft Word, PowerPoint, Training, Newsletters

Education
Temple University   1987 — 1994
BA, Radio, Television and Film

Karen McIntyre Karen McIntyre Greater Philadelphia Area Details
Karen McIntyre's Wescott Financial Advisory Group, LLC Experience February 2013 - Present
Job Sr. Advisor at Wescott Financial Advisory Group; Board Member at Child Home and Community
Industry Financial Services
Experience
Wescott Financial Advisory Group LLC  February 2013 - Present
Child Home and Community   May 2014 - Present
United Capital  March 1993 - February 2013
Money Basics   February 1991 - March 1993

Skills
Strategic Financial..., Wealth Management, Investment Advisory, Wealth, Small Business, tax planning for..., women and money, comprehensive financial..., income tax advice, Portfolio Management, financial planning for..., multi generational..., Financial Planners, Financial Services, Retirement Planning, Investments, Entrepreneurship, Financial Goals, Leadership, Retirement

Education
College for Financial Planning   1998 — 2000
Financial Planning Certification, Financial Planning and Services

Ithaca College   1981 — 1985
B.A., Sociology/Psychology

Matthew Sgro Matthew Sgro Voorhees, New Jersey Details
Matthew Sgro's Wescott Financial Advisory Group, LLC Experience June 2010 - Present
Job Director of Finance & Chief Compliance Officer at Wescott Financial Advisory Group, LLC
Industry Investment Management
Experience
Wescott Financial Advisory Group, LLC   June 2010 - Present
PayChoice  September 2006 - June 2010
Mary Elizabeth Granger and Associates.   January 1999 - September 2006

Education
Towson University   1994 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance

cynthia bucher cynthia bucher Miami/Fort Lauderdale Area Details
cynthia bucher's Wescott Financial Advisory Group, LLC Experience 2010 - Present
Job Manager of Trust & Client Services at Wescott Financial Advisory Group LLC
Industry Investment Management
Experience
Wescott Financial Advisory Group LLC  2010 - Present

Education
Elizabethtown College   1974 — 1978
BS, Accounting

Rebecca Pollard Rebecca Pollard Greater Philadelphia Area Details
Rebecca Pollard's Wescott Financial Advisory Group, LLC Experience April 2015 - Present
Job Operations Assistant at Wescott Financial Advisory Group, LLC
Industry Insurance
Experience
Wescott Financial Advisory Group, LLC   April 2015 - Present
Goodstein and Associates, LLC   June 2008 - Present
Naked Chocolate Cafe   May 2007 - April 2011

Skills
Professional Liability, Microsoft Excel, Project Management, Underwriting, Insurance, Liability, Microsoft Word, Employee Benefits, Customer Service, PowerPoint, Health Insurance, Commercial Insurance, Property & Casualty..., Event Planning, Risk Management, Team Leadership, Microsoft Office, Actuarial Science

Education
Temple University   2005 — 2010
BA, Risk Management and Insurance

Temple University - Fox School of Business and Management   2005 — 2010
BA, Risk Management and Insurance

Richard Gotterer, CFP® Richard Gotterer, CFP® Miami/Fort Lauderdale Area Details
Richard Gotterer, CFP®'s Wescott Financial Advisory Group, LLC Experience April 2010 - July 2015
Job Regional Director at Calamos Wealth Management LLC
Industry Investment Management
Experience
Calamos Investments  July 2015 - Present
Wescott Financial Advisory Group LLC  April 2010 - July 2015
Gibraltar Private Bank & Trust  November 2000 - April 2010
Schroders  September 1992 - October 2000
Oppenheimer & Co.   1984 - 1987

Skills
Investment Management, Investment Strategies, Asset M, Asset Allocation, Wealth Management, Retirement Planning, Wealth Preservation..., Charitable Gift Planning, Estate Planning, Family Office, Security Analysis, Fixed Income Portfolio..., Trading, High Net Worth..., Mutual Funds, Portfolio Management, Financial Advisory, Insurance

Education
Boston University   2009 — 2010
Certificate in Financial Planning

American University - Kogod School of Business   1981 — 1984
BSBA, Accounting

Birch Wathen

Grant Rawdin Grant Rawdin Greater Philadelphia Area Details
Grant Rawdin's Wescott Financial Advisory Group, LLC Experience February 1987 - Present
Job Founder & CEO, Wescott Financial Advisory Group LLC
Industry Financial Services
Experience
Urban Affairs Coalition  July 2005 - Present
Wescott Financial Advisory Group LLC  February 1987 - Present
Duane Morris LLP  July 1981 - February 1987

Skills
Non-profits, Program Management, Strategic Partnerships, Management, Public Policy, Public Speaking, Strategic Planning, Wealth Management, Fundraising, Event Planning, Social Media, Entrepreneurship, Start-ups, Nonprofits, Small Business, Management Consulting, Grants

Education
Temple University - James E. Beasley School of Law   1984 — 1987
J.D., Law

Temple University   1979 — 1983
B.A., English

John Nauss, CFP® John Nauss, CFP® Hoboken, New Jersey Details
John Nauss, CFP®'s Wescott Financial Advisory Group, LLC Experience September 2009 - May 2012
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  April 2013 - Present
Merrill Lynch  July 2012 - April 2013
Wescott Financial Advisory Group, LLC   September 2009 - May 2012
Wescott Financial Advisor Group   September 2009 - March 2011
Ameriprise Financial Advisors  June 2007 - September 2009

Skills
Financial Planning, Retirement Income..., Personal Finance, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Investment Advisory

Education
Widener University   2007 — 2009
Masters, Tax and Financial Planning

University of Delaware - Lerner College of Business and Economics   2003 — 2007
BS, Finance

Bishop Eustace Prep

Stephanie Curtis, MBA, CFP ® Stephanie Curtis, MBA, CFP ® Greater Philadelphia Area Details
Stephanie Curtis, MBA, CFP ®'s Wescott Financial Advisory Group, LLC Experience June 2008 - Present
Job Financial Advisor at Wescott Financial Advisory Group, LLC
Industry Financial Services
Experience
Wescott Financial Advisory Group, LLC   June 2008 - Present
Quotations Restaurant   September 2006 - November 2011
Karr Barth Private Client Group, LLC   January 2008 - June 2008

Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning, Financial Analysis, Investment Management, Portfolio Management, Asset Managment, Asset Allocation, Financial Advisory, Investment Strategies, Investment Policy..., Investment Advisory, College Education...

Education
Villanova University   2011 — 2013
MBA Fast Track, Strategic Management & International Business

Saint Joseph's University   2004 — 2008
Bachelor of Business Administration, Finance

Macquarie University   2007 — 2007

Rohi Batra, CFP®, MBA Rohi Batra, CFP®, MBA Greater Philadelphia Area Details
Rohi Batra, CFP®, MBA's Wescott Financial Advisory Group, LLC Experience May 1996 - May 2000
Job Senior Wealth Advisor at CliftonLarsonAllen Wealth Advsiors, LLC
Industry Financial Services
Experience
CliftonLarsonAllen Wealth Advisors   October 2009 - August 2015
Ameriprise Financial  December 2007 - March 2009
Mercer Advisors  May 2000 - April 2007
Wescott Financial Advisory Group, LLC   May 1996 - May 2000

Skills
Strategic Financial..., Investments, Finance

Education
Villanova University   1995 — 1999
MBA, Masters in Business Administration

Penn State University   1989 — 1993

Lindsey Ermey Lindsey Ermey Philadelphia, Pennsylvania Details
Lindsey Ermey's Wescott Financial Advisory Group, LLC Experience September 1999 - December 2000
Job Trusts and Estates Attorney at Ballard Spahr LLP
Industry Law Practice
Experience
Ballard Spahr LLP  September 2005 - Present
Morgan Stanley Investment Management  January 2001 - August 2002
Wescott Financial Advisory Group, LLC   September 1999 - December 2000

Skills
Estate Planning, Tax, Non-profits

Education
Temple University - James E. Beasley School of Law   2002 — 2005
Doctor of Law (JD)

Dartmouth College   1995 — 1999
B.A., Economics, French

Cherry Hill High School West   1991 — 1995

Joyce Kory Joyce Kory Key Biscayne, Florida Details
Joyce Kory's Wescott Financial Advisory Group, LLC Experience 2010 - Present
Job Chair, Florida Advisory Board at Wescott Financial Advisory Group, LLC
Industry Financial Services
Experience
Wescott Financial Advisory Group, LLC   2010 - Present
Gibraltar Private Bank & Trust  1997 - 2006

Skills
Strategic Planning, Marketing Strategy, Public Relations

Education
Florida International University
Master of Business Administration (MBA)

Florida State University
Bachelor of Science (BS)

Scott Michalek Scott Michalek Greater Philadelphia Area Details
Scott Michalek's Wescott Financial Advisory Group, LLC Experience February 1994 - Present
Job Principal, Financial Advisor at Wescott Financial Advisory Group LLC
Industry Investment Management
Experience
Wescott Financial Advisory Group LLC  February 1994 - Present

Education
Duquesne University   1990 — 1992
MBA, Business/Finance

The College of Wooster   1985 — 1989
BA, Business Economics