![Karen Beth McIntyre](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Karen Beth McIntyre
Membro del Comitato di Investimento presso Wescott Financial Advisory Group LLC
Profilo
Ms. Karen B.
McIntyre is a Principal & Senior Financial Advisor at Wescott Financial Advisory Group LLC.
She provides financial planning, wealth management advice and services to the family of clients.
Ms. McIntyre specializes in working with executives, professionals and small business owners, as well as clients who are newly widowed or divorced.
She is well versed in the income tax implications of executive compensation plans.
Working with Wescott’s leadership and other professionals, she is also responsible for cultivating new client business and is a member of the firm’s Sales and Marketing Committees.
She also serves on 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.
She has over 25 years of experience in the financial services industry counseling wealthy families.
Prior to joining Wescott, she served as a wealth advisor at a large national financial planning firm, where she focused on working with women in transition and upper level pharmaceutical executives.
Ms. McIntyre served as a board member of the organization’s Northeast MidAtlantic Region board.
She was also a virtual study group coordinator, a member of the Regional Conference Planning Committee and a volunteer with the NAPFA Money Bus, a traveling tour that helps educate consumers on the need to reduce personal debt while increasing savings.
She received her bachelor’s degree in counseling psychology from Ithaca College, and is a registered trust representative and a Certified Financial Planner™.
Posizioni attive di Karen Beth McIntyre
Società | Posizione | Inizio |
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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. | Membro del Comitato di Investimento | 01/02/2013 |
Formazione di Karen Beth McIntyre
Ithaca College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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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 |
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