Grant Rawdin
Philadelphia, Pennsylvania, United States
1K followers
500+ connections
Activity
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The Urban Affairs Coalition’s 55th Anniversary Breakfast brought together 1,000 leaders from across the city to celebrate the power of coalition…
The Urban Affairs Coalition’s 55th Anniversary Breakfast brought together 1,000 leaders from across the city to celebrate the power of coalition…
Liked by Grant Rawdin
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#BNCEP at Urban Affairs Coalition’s 55th breakfast meeting! Congrats Sharmain W. Matlock-Turner, Arun Prabhakaran and the entire UAC team! And…
#BNCEP at Urban Affairs Coalition’s 55th breakfast meeting! Congrats Sharmain W. Matlock-Turner, Arun Prabhakaran and the entire UAC team! And…
Liked by Grant Rawdin
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Grant Rawdin, Carrie Delgott and Mark McCarron, CFA have spent the week at #SchwabIMPACT, connecting with industry leaders, sharing inspiration and…
Grant Rawdin, Carrie Delgott and Mark McCarron, CFA have spent the week at #SchwabIMPACT, connecting with industry leaders, sharing inspiration and…
Liked by Grant Rawdin
Experience
Education
Honors & Awards
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2015 Fidelity Investments Be Greater Award (TM)
Fidelity Investments
"Wescott is driven by a passion to continually "do more, better, different" to hone the delivery of wealth management services to its clients. Grant Rawdin, CEO of the firm, moved from his tax and business practice at a national law firm in 1987 to form this RIA. Today, Wescott has more than $3.5 billion in AUM and 55 staff members, which includes experience in the areas of finance, law, taxation, and business. "I would describe our firm as entrepreneurial, collegial, and collaborative," says…
"Wescott is driven by a passion to continually "do more, better, different" to hone the delivery of wealth management services to its clients. Grant Rawdin, CEO of the firm, moved from his tax and business practice at a national law firm in 1987 to form this RIA. Today, Wescott has more than $3.5 billion in AUM and 55 staff members, which includes experience in the areas of finance, law, taxation, and business. "I would describe our firm as entrepreneurial, collegial, and collaborative," says Rawdin, "which is an important mix to fuel sustainable growth."
Wescott provides comprehensive financial planning, using an internally designed Perfect ScoreTM metric to track the status of a client’s planning and MyWescottVaultTM, a client environment for all their reports, document storage and management system.
The firm also developed Entrada, for those with growing financial planning needs and investment portfolios under $2 million. Its technology capabilities allows clients and staff access to its systems 24 hours a day and hold virtual meetings, along with the added security of MyWescottVaultTM for transferring sensitive information. The firm recently unveiled its digital marketing expansion, including an enhanced website, a blog, SEO, paid search and site retargeting.
Category: Greater than $1 billion in total assets under management -
2009-2024 Barrons Magazine Top 100 Independent FInancial Advisors
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2011-2024 Barrons Top 1200 Financial Advisors By State (#1 in Pennsylvania)
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2016 CNBC #17 Firm
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2016-2024 Forbes Top 100 Wealth Advisors
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Organizations
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CFP Board Center for Financial Planning
Founding Member, Advisory Council
- PresentThe Center conducts research on issues affecting the financial planning profession and serves as a resource for educators, practitioners, researchers, financial services firms and the public. The financial planning workforce is aging and shrinking and does not currently represent the diverse population it serves. In addition, the profession faces a shortage of qualified faculty to teach the next generation of planners and conduct academic research that contributes to the financial planning…
The Center conducts research on issues affecting the financial planning profession and serves as a resource for educators, practitioners, researchers, financial services firms and the public. The financial planning workforce is aging and shrinking and does not currently represent the diverse population it serves. In addition, the profession faces a shortage of qualified faculty to teach the next generation of planners and conduct academic research that contributes to the financial planning body of knowledge.
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Temple Beasley School of Law: Board of Visitors
Member, Board of Visitors
- PresentThe role of the Board of Visitors is to serve in an advisory capacity to the Dean of the Law School. The Board meets semi-annually to learn about and share insights regarding School needs and initiatives, as well as provide insight into issues about lawyers and the practice of the law.
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Temple Beasley School of Law Foundation
President
- PresentThe Temple Law Foundation was formed in 1959 as the first major fund-raising organization for the school. The Foundation Board supports the Law School in matters of student scholarships, academic and programatic support and other projects to maintain and enhance the school's academic and social justice national leadership.
More activity by Grant
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I am beyond excited to announce that I have accepted an offer to join J.P. Morgan as an Asset & Wealth Management Global Private Banking Analyst for…
I am beyond excited to announce that I have accepted an offer to join J.P. Morgan as an Asset & Wealth Management Global Private Banking Analyst for…
Liked by Grant Rawdin
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Congratulations to Grant Rawdin being named one of the two chairs of the newly founded Net Positive Consortium! As a founding member, Wescott…
Congratulations to Grant Rawdin being named one of the two chairs of the newly founded Net Positive Consortium! As a founding member, Wescott…
Liked by Grant Rawdin
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This week, Arielle Shternfeld and I are on the West Coast attending the CAIS Alternative Investment Summit. We're excited to connect with local firms…
This week, Arielle Shternfeld and I are on the West Coast attending the CAIS Alternative Investment Summit. We're excited to connect with local firms…
Liked by Grant Rawdin
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