Sean Mark Roberts
Marktstrateeg bij Wescott Financial Advisory Group LLC
Profiel
Mr. Sean M.
Roberts, CFA, is a Partner & Chief Investment Strategist at Wescott Financial Advisory Group LLC.
Mr. Roberts entered the financial services industry in 1991 and is responsible for investment strategy development and implementation for the firm's corporate and individual clients.
Currently, he oversees about 500 million dollars in client investments.
He graduated from Temple University with Bachelors of Business Administration degrees in both Finance and Economics.
Actieve functies van Sean Mark Roberts
| Bedrijven | Functie | Begin |
|---|---|---|
Wescott Financial Advisory Group LLC
 Wescott Financial Advisory Group LLC Investment ManagersFinance Wescott Financial Advisory Group LLC (Wescott) is a registered investment advisory and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Grant Rawdin in 1987 and is a subsidiary of Wescott Holding Co. LLC, which is owned by Duane Morris LLP. Wescott provides wealth and investment management services to high-net-worth individuals, families, trusts, foundations, pension plans, pooled investment vehicles, corporations and other businesses and institutions. | Marktstrateeg | 01-01-2022 |
Eerdere bekende functies van Sean Mark Roberts
| Bedrijven | Functie | Einde |
|---|---|---|
Asset Planning Services Ltd.
 Asset Planning Services Ltd. Investment ManagersFinance Asset Planning Services Ltd. (APS) is a fee-only, multi-faceted wealth management firm headquartered in Harleysville, Pennsylvania. The firm was founded by Richard J. Volpe in 1987. APS provides investment advice to high net worth individuals, irrevocable trusts, corporations, and charitable organizations. | Chief Investment Officer | 31-12-2021 |
Opleiding van Sean Mark Roberts
| Temple University (Pennsylvania) | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Asset Planning Services Ltd.
Asset Planning Services Ltd. Investment ManagersFinance Asset Planning Services Ltd. (APS) is a fee-only, multi-faceted wealth management firm headquartered in Harleysville, Pennsylvania. The firm was founded by Richard J. Volpe in 1987. APS provides investment advice to high net worth individuals, irrevocable trusts, corporations, and charitable organizations. | Finance |
Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group LLC Investment ManagersFinance Wescott Financial Advisory Group LLC (Wescott) is a registered investment advisory and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Grant Rawdin in 1987 and is a subsidiary of Wescott Holding Co. LLC, which is owned by Duane Morris LLP. Wescott provides wealth and investment management services to high-net-worth individuals, families, trusts, foundations, pension plans, pooled investment vehicles, corporations and other businesses and institutions. | Finance |
