Amanda Weldon is Wescott’s Senior Investment Research Analyst and is responsible for gathering, organizing, analyzing and reporting on performance and other qualitative investment related information pertaining to the portfolios, holdings and activities of Wescott’s current and future portfolio managers, investments, models and benchmarks. In addition, Amanda provides ongoing organizational support and coordination to the Director of Investment Research and the Chief Investment Officer.
She is a member of Wescott’s Investment Committee, which is responsible for Wescott’s asset allocation models and investment strategies. Amanda also serves on the firm’s Portfolio Strategy Group, which oversees the ongoing due diligence and evaluation of Wescott’s investment managers and strategies.
Prior to joining Wescott, Amanda was an associate financial analyst with a global organization specializing in document management systems and services.
Amanda received her bachelor’s degree in finance and marketing from West Chester University of Pennsylvania. While there, she held a financial analyst internship with a provider of medical necessity compliance solutions.
Amanda resides in Havertown, Pennsylvania with her husband, Chaz Weldon.