Wescott Financial Advisory Group, LLC
Mark McCarron, CFA, currently serves as Partner and Chief Investment Officer at Wescott Financial Advisory Group, LLC since October 2017. Prior to this role, Mark held the position of Managing Director of Investment Strategy at Pitcairn from September 2015 to September 2017. Mark also served as Vice President and Chief Investment Strategist at Drexel Morgan Capital Advisers, Inc. from 2011 to September 2015, and as Managing Director of Client Investment Strategy at SEI Investments from June 1994 to July 2011. Mark earned a Bachelor of Science degree in Finance from Boston College's Wallace E. Carroll School of Management, graduating in 1994.
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Wescott Financial Advisory Group, LLC
Let us build a track record of advice, trust and results for you... Through its trademarked Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The Wescott Team is composed of an interdisciplinary group of subject matter experts with substantive backgrounds in investments, business, law, accounting and taxation (CFP®s, CPAs, MBAs, a Ph.D. and attorneys). This group of professionals helps our ultra-high-net-worth and high-net-worth clients and their families see all sides of every financial decision to reach their personal and financial goals. Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington, Harleysville and Miami. Since its founding in 1987, Wescott's mission is "Achieving Client Goals". Wescott is always looking for new client opportunities, as well as growing by the addition of excellent advisors. We invite your inquiries to our collegial firm.