Chris Cortese is a Senior Financial Advisor and Director of Nex Gen Advisor Development with Wescott and is responsible for the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. His responsibilities are related to all facets of financial planning, investment portfolios and wealth management. Chris’ role begins with the assimilation and organization of clients’ financial information such as their family demographics, financial assets, and business and estate documents. He also works with clients to identify financial objectives and goals.
As the Director of Next Gen Advisor Development, Chris is responsible for the coordination, oversight, supervision, coaching, and development of Wescott’s Next Generation Advisors, including the firm’s new associate advisors, assistant advisors and interns.
Chris also serves on Wescott’s Sales Committee and the firm’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.
A Certified Financial Planner™, Chris is a member of the Financial Planning Association, the National Association of Personal Financial Advisors and the Chester County Estate Planning Council.
Chris received his bachelor’s degree in finance from Virginia Polytechnic Institute and State University with a concentration in financial planning. Prior to joining Wescott, he worked for a financial services firm as a financial planner. Most recently, Chris completed his Masters in Taxation and Financial Planning from Widener University.
He resides in West Chester, Pennsylvania with his wife, Maria Cortese, and their son, Anthony.