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Christopher A. Spay


Trading & Operations Specialist
Phone: 215.979.1663
Facsimile:
215.979.1622
Email:
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Chris Spay is Trading & Operations Specialist for Wescott Financial. In this role, he is responsible for placing all securities trades in client portfolios, auditing client accounts for accuracy and reconciling client reports with custodians' statements. He is the point person for all of Wescott's custodians for transaction related issues. Chris is a member of Wescott's Investment Committee, he also oversees the Transfer Process for our clients who move securities between custodians and is involved with many projects to improve our services to clients.

Prior to joining Wescott in 2008, Chris worked for Wachovia Wealth Management and SEI Investments. Chris has a Bachelor of Science in Finance; he graduated from Saint Joseph's University in 2003.

 

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