Alex Rawdin is a financial advisor and Wescott’s Director of Entrada Client Solutions. In his role, Alex works with clients on their wealth management needs in financial planning and investment portfolio management.
Alex’s financial, business and digital background is also focused on continuing Wescott’s Entrada program’s evolution into a fully integrated end-to-end digital investment management and financial planning solution.
Alex additionally serves as a member of the firm’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.
Most recently before joining Wescott, Alex served as Senior Campaign Specialist at Pandora Media Inc., focusing on strategy, planning, and implementation of large-scale digital campaigns on behalf of multi-national advertisers. Core to Alex’s role were white-glove client service, financial planning, advertiser revenue/service design initiatives, and operational excellence.
Alex also served as Digital Marketing lead for Phigital, Inc., a start-up based across San Francisco, New York City, and Athens, Greece. There he was responsible for shaping the firm’s digital and social presence, and crafting brand voice. Alex began his career at Universal Attractions Agency, a boutique music and talent agency in New York City, where he held dual roles as Senior Agent & Social Media Lead.
Alex received his Bachelor of Science degree in Entrepreneurship & Emerging Enterprises from The Whitman School of Management at Syracuse University. He is finishing his licensure requirements for the Certified Financial Planner™ (CFP®), having passed the certification’s written examination. Alex is also a member of the Financial Planning Association.
Civically, Alex has served as Artist Liaison for HeadCount, a non-profit leveraging live music as a medium for non-partisan engagement. He continues to play guitar and write music, a passion he discovered at a young age.
Alex resides in Philadelphia, Pennsylvania with his wife, Hannah Rawdin, and their daughter, Penelope.