HR Execs on the Move

Wescott

www.wescott.com

 
Let us build a track record of advice, trust and results for you... Through its unique Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The firm`s expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help clients see all sides of every financial decision. Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington and Miami. The Wescott team is composed of an interdisciplinary group of subject matter experts with substantive backgrounds in investments, business, ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million
  • www.wescott.com
  • 30 South 17th Street
    Philadelphia, PA USA 19103
  • Phone: 215.979.1600

Executives

Name Title Contact Details

Similar Companies

Baring Asset Mgmt

Baring Asset Management is a global investment management firm with offices, clients and business lines spanning the world's major markets.

UmeVoice(the Boom)

UmeVoice(the Boom) is a Novato, CA-based company in the Financial Services sector.

Newport Capital Group

Newport Capital Group is a Red Bank, NJ-based company in the Financial Services sector.

Amundi Pioneer

Amundi Pioneer Asset Management (Amundi Pioneer) references the US business of the Amundi group of companies, Europe`s largest asset manager by assets under management and among the top ten global asset managers*. Amundi Pioneer was formed in 2017 as part of the acquisition of Pioneer Investments by Amundi, and includes the operations of Amundi Pioneer Asset Management USA Inc., based in Boston, and Amundi Smith Breeden, based in Durham, NC. Incorporating the expertise of the regional hub in Durham, Boston is one of Amundi`s six main investment hubs. In addition to investment management activities, Amundi Pioneer offers and services a wide array of investment solutions for institutional and private investors globally. Pioneer Investments was founded in 1928 by Philip L. Carret, and has been a leading innovator in global asset management since its inception. Amundi Smith Breeden, founded as Smith Breeden Associates in 1982, is a highly regarded relative value credit investor managing an extensive range of fixed-income strategies tailored to the needs of institutional investors. In aggregate, Amundi Pioneer Asset Management offers a broad range of fixed income, equity and multi-asset investment solutions. A focus on proprietary research, robust risk management, disciplined investment processes, and close client partnerships with clients has made the firms that comprise Amundi Pioneer investment managers of choice among leading institutional and individual investors worldwide. Amundi Pioneer had approximately $85.6 billion in assets under management as of May 31, 2017. *Source IPE “Top 400 asset managers” published in June 2017 and based on AUM as at December 2016.

Envestnet Asset Management

Envestnet Asset Management is a Chicago, IL-based company in the Financial Services sector.