Phone: 1-215-979-1619
Email: cdelgott@wescott.com
Carrie Delgott is Wescott’s President, Chief Operating Officer and Chief Compliance Officer. As President and a leader of the firm’s Management Committee, she plays a critical role in guiding Wescott’s operational, financial, client service and growth initiatives, making sure solutions and innovations align with firm values and vision. Her role helps define, implement and monitor firm policies and regulatory compliance, along with providing a strategic focus on the internal management and hands-on leadership of the departmental functions across the organization.
As a member of the firm’s Investment Committee, responsible for the firm’s dynamic investment solutions, she concentrates on the regulatory compliance matters that surround selections and positioning. Carrie also is a member of Wescott’s Board of Directors, ensuring the effective execution of the strategic direction and endeavors set forth by the collective Board of Directors and CEO.
Beginning her career as a financial analyst for Wawa, then moving to Vanguard, Carrie supported the divisional and senior leadership with planning, budgeting and reporting to ensure the financial viability of new projects and products. At Vanguard, she developed a strategic project management foundation and broad business acumen through her role in Corporate Strategy and as the Chief of Staff for the Managing Director of Vanguard’s Institutional Investor Group.
With these skills, Carrie continued her 20-year career with Vanguard in an array of areas, including finance, operations, technology and client service. As the Department Head of the Institutional Business Technology and Analytics group, she and her team led the Vanguard Participant Experience program from strategy to execution, setting the foundation for the digital evolution of Vanguard’s participant client experience. Next as the Director of Vanguard’s Ultra-High-Net-Worth segment, Carrie and her team designed, developed and led a new Ultra-High-Net-Worth business model for clients with $10 million or more in retail assets.
Carrie then rose to become the Finance Director for Vanguard’s Retail Division, where she influenced the budgeting and reporting process, and provided decision support for one third of Vanguard’s total operating expenses. Immediately prior to joining Wescott, she led the transformation of Vanguard’s Procurement Services and Accounts Payable functions to a new, global Enterprise Supply Management organization as their Director of Program Management.
In addition to her professional achievements, Carrie proudly commits her time and talents to local non-profits and community projects.
A graduate from Penn State University, she received her bachelor’s degree in Finance and received her master’s degree in Business Administration from Widener University.
Carrie resides in West Chester, Pennsylvania with her husband Robert and their son, Jason.
