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Christopher A. Spay Trading & Operations Specialist Phone: 215.979.1663 Fax: 215.979.1622 Email: cspay@wescott.com vCard |
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Chris Spay is Wescott’s Trading and Operations Specialist and 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 and also oversees the transfer process for clients who move securities between custodians. Chris is a member of Wescott's Portfolio Strategy Group, participating in the ongoing due diligence and evaluation of investment managers and strategies. He is also involved with many projects to improve the services we offer to clients. Prior to joining Wescott in 2008, Chris worked for Wachovia Wealth Management and SEI Investments. He received his bachelor’s degree in finance from Saint Joseph's University. Chris resides in Philadelphia, Pennsylvania..
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