Sean Mark Roberts
Stratega di mercato presso Wescott Financial Advisory Group LLC
Profilo
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.
Posizioni attive di Sean Mark Roberts
| Società | Posizione | Inizio |
|---|---|---|
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. | Stratega di mercato | 01/01/2022 |
Precedenti posizioni note di Sean Mark Roberts
| Società | Posizione | Fine |
|---|---|---|
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. | Direttore degli Investimenti | 31/12/2021 |
Formazione di Sean Mark Roberts
| Temple University (Pennsylvania) | 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 | 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 |
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