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Rich Fuiman is Controller and Manager of Investment Operations for Wescott. His responsibilities include 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. He also plays a central role in maintaining and developing Wescott’s core information technology systems and processes.
Rich is a member of Wescott’s Portfolio Strategy Group, participating in the ongoing due diligence and evaluation of investment managers and strategies.
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.
Rich is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.
Rich is a graduate of Bowling Green State University, where he earned both his bachelor’s and master’s degrees in accounting.
He resides in Drexel Hill, Pennsylvania with his wife, Michelle Fuiman, and their three children.
©2005- Wescott
Financial Advisory Group LLC | Disclosure
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