Christopher Budny is an Assistant Financial Advisor with Wescott. Working primarily with the firm’s partners and senior financial advisors, his responsibilities are related to all facets of financial planning, investment portfolios and wealth management. More specifically, Christopher will assist in the coordination and delivery of comprehensive financial planning and wealth management services to Wescott clients. This will include the assimilation and organization of clients’ financial information, continuing with advanced financial planning and scenario planning; culminating in the construction and drafting of client solutions.
He serves on the firm’s Portfolio Strategy Group, which oversees the ongoing due diligence and evaluation of Wescott’s investment managers and strategies.
Prior to joining Wescott, Christopher was an inheritance consultant with one of the largest international investment management companies. There he was responsible for creating and maintaining rapport with clients throughout the transition process. Christopher earned his bachelor’s degree in business administration, with a concentration in finance, from Temple University. While at Temple, he was a lead analyst for the William C. Dunkelberg Owl Fund, a student run investment portfolio managing a portion of the University’s endowment.
Christopher resides in Richboro, Pennsylvania.