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Sean Mark Roberts
Stratega di mercato presso Wescott Financial Advisory Group LLC
Provenienza dei contatti di primo grado di Sean Mark Roberts
Entità | Tipo di entità | Settore Industriale | |
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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.
6
| Subsidiary | Investment Managers | 6 |
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.
2
| Extinct | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Sean Mark Roberts tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Urban Affairs Coalition
![]() Urban Affairs Coalition Miscellaneous Commercial ServicesCommercial Services Urban Affairs Coalition provides social and professional services. It works with business and community leaders to provide economic development, education and workforce development for needy neighborhoods in Philadelphia. The company assists other grassroots organizations by providing financial management services, as well as loans and grants. The firm is funded through government and foundation grants, corporate contributions and individual donations. Urban Affairs Coalition was founded in 1991 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
Temple University Beasley School of Law | College/University | Graduate Degree | |
RG/2 Claims Administration LLC
![]() RG/2 Claims Administration LLC Miscellaneous Commercial ServicesCommercial Services RG/2 Claims Administration LLC is a boutique administrator that provides accurate and reliable notice and administration services for claims. The private company is based in Philadelphia, PA and offers cost-effective and timely administration of claims through technology-based solutions. The company's team of attorneys, accountants, and class action professionals work to develop the best plan to suit the needs of their clients. RG/2 Claims Administration prides itself on the personal attention they offer for each matter, no matter the size or complexity. The company was founded by Grant Rawdin and Michael A. Gillen, and Grant Rawdin has been the CEO since incorporation. | Miscellaneous Commercial Services | Chief Executive Officer | |
Drexel Morgan Capital Advisers, Inc.
![]() Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Investment Managers | Investment Committee Member | |
SEI Investments Management Corp.
![]() SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
Boston College | College/University | Undergraduate Degree | |
Pitcairn Group LP
![]() Pitcairn Group LP Investment ManagersFinance Pitcairn Group LP (Pitcairn) is a wealth management and holding firm headquartered in Jenkintown, Pennsylvania. Pitcairn was founded in 1923 and provides investment advice and implementation to individuals and their families. | Investment Managers | Analyst-Equity | |
Ithaca College | College/University | Undergraduate Degree | |
Bob Jones University | College/University | Undergraduate Degree | |
Clemson University | College/University | Masters Business Admin | |
Lehigh University | College/University | Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree | |
West Chester University of Pennsylvania | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 15 |
Settori
Consumer Services | 10 |
Finance | 4 |
Commercial Services | 3 |
Posizioni
Undergraduate Degree | 7 |
Investment Committee Member | 6 |
Portfolio Manager-Equities | 5 |
Founder | 3 |
Market Strategist | 3 |
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