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Assistant: Adina Lewis Scott Michalek is a Principal and Financial Advisor 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. Scott's expertise is in comprehensive financial planning, portfolio policy and analysis, and investment policy statement development. He also specializes in working with many of Wescott's non-profit, endowment and foundation clients. A financial advisor with Wescott since 1994, Scott 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, he was a financial advisor with an investment advisory firm in Pittsburgh. Scott earned his bachelor’s degree in business economics from the College of Wooster and his master’s degree in business administration from Duquesne University. Scott became a Certified Financial Planner™ after completing the professional education program at the College for Financial Planning. He resides in Dresher, Pennsylvania with his wife, Andrea Michalek, and their two children.
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