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Rich is Controller and Manager of Investment Operations for Wescott. His responsibilities
include support of the Chief Financial Officer in the preparation of
monthly company financials, general maintenance and updating of client
portfolios within Wescott’s web based investment portfolio and
financial reporting system, recording transactional information for
client portfolios, reconciliation of client accounts, performance reporting
and quality control.
Prior to joining Wescott in 2005, Rich was a Senior Associate
in the audit division of a large regional accounting firm; his background
also includes experience as a financial planner.
He is a member of the American Institute of Certified Public Accountants
(AICPA) and Pennsylvania Institute of Certified Public Accountants (PICPA).
Rich graduated from Bowling Green University with
a BS/BA in 1999 and a Masters in Accounting in 2000.
©2005- Wescott
Financial Advisory Group LLC | Disclosure
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