| Date | Description |
|---|
| 2025-01-27 |
update person_title James P. Ciamacco: Financial Advisor With; Financial Advisor; Member of Wescott 's Tax Alpha Group => Member of Wescott 's Tax Alpha Group; Senior Financial Advisor With |
| 2025-01-27 |
update person_title Julia L. Reynolds: Client Service Associate / Advisor Support => Senior Client Service Associate |
| 2025-01-27 |
update person_title Richard J. Volpe: Partner, Director of Charitable & Estate Planning; Member of the Firm 's Management Committee => Member of the Firm; Partner, Charitable & Estate Planning; Partner |
| 2024-07-22 |
insert casestudy_pages_linkeddomain calendly.com |
| 2024-07-22 |
insert index_pages_linkeddomain worth.com |
| 2024-04-02 |
delete career_pages_linkeddomain workable.com |
| 2024-04-02 |
update person_description James P. Ciamacco => James P. Ciamacco |
| 2024-04-02 |
update person_title Amber A. Bentley: Administrative Assistant for Wescott 's Philadelphia; Administrative Assistant ( Advisor Support ) => Support Specialist; Advisor |
| 2024-04-02 |
update person_title Christopher A. Cortese: Principal, Senior Financial Advisor and Director of Nex Gen Advisor Development With; Principal, Senior Financial Advisor and Director of Next Gen Advisor Development => Member of the Financial Planning Association; Partner, Senior Financial Advisor and Director of Next Gen Advisor Development; Senior Financial Advisor and Director of Nex Gen Advisor Development With; Member of Wescott 's Tax Alpha Group |
| 2024-04-02 |
update person_title Emma Linke: Operations Analyst With; Operations Analyst => Technology & Operations Analyst With |
| 2024-04-02 |
update person_title Gregory P. Pinto: Operations Analyst With; Operations Analyst => Senior Technology & Operations Analyst With |
| 2024-04-02 |
update person_title Julia L. Reynolds: Advisor Assistant / Office Coordinator => Client Service Associate / Advisor Support |
| 2024-04-02 |
update person_title Karen B. McIntyre: Member of Maternity Care Coalition 's Finance Committee; Principal, Senior Financial Advisor and Business Development Officer => Member of Maternity Care Coalition 's Finance Committee; Partner, Senior Financial Advisor and Business Development Officer |
| 2024-04-02 |
update person_title Robert A. Waskiewicz: Principal and Senior Financial Advisor With => Partner and Senior Financial Advisor; Senior Financial Advisor With |
| 2023-09-07 |
update person_title Karen B. McIntyre: Principal and Senior Financial Advisor With; Principal, Senior Financial Advisor; Member of Maternity Care Coalition 's Finance Committee; Principal and Senior Financial Advisor => Member of Maternity Care Coalition 's Finance Committee; Principal, Senior Financial Advisor and Business Development Officer |
| 2023-08-02 |
update person_title Bethany Landis: Member of the Financial Planning Association; Principal, Senior Financial Advisor With => Principal, Senior Financial Advisor and Client Service Liaison; Member of the Financial Planning Association |
| 2023-08-02 |
update person_title Joseph A. Frazer: Associate; Member of Wescott 's Diversity Equity; Associate Financial Advisor With; Financial Advisor; Member of Wescott 's Tax Alpha Group => Financial Advisor With; Member of Wescott 's Diversity Equity; Financial Advisor; Member of Wescott 's Tax Alpha Group |
| 2023-06-29 |
delete career_pages_linkeddomain barrons.com |
| 2023-06-29 |
delete career_pages_linkeddomain bizjournals.com |
| 2023-06-29 |
delete career_pages_linkeddomain forbes.com |
| 2023-06-29 |
delete index_pages_linkeddomain bizjournals.com |
| 2023-06-29 |
delete phone 215.979.1674 |
| 2023-06-29 |
delete service_pages_linkeddomain barrons.com |
| 2023-06-29 |
delete service_pages_linkeddomain forbes.com |
| 2023-06-29 |
insert phone 215.979.1616 |
| 2023-04-11 |
delete service_pages_linkeddomain cnbc.com |
| 2023-04-11 |
update person_title Richard J. Volpe: Partner, Director of Charitable & Estate Planning / Tax Compliance; Member of the Firm 's Management Committee => Partner, Director of Charitable & Estate Planning; Member of the Firm 's Management Committee |
| 2023-03-10 |
update person_description Christopher A. Cortese => Christopher A. Cortese |
| 2023-03-10 |
update person_title Bethany Landis: Partner, Senior Financial Advisor; Member of the Financial Planning Association; Senior Financial Advisor With => Member of the Financial Planning Association; Principal, Senior Financial Advisor With |
| 2023-03-10 |
update person_title Katherine V. Blackney: Senior Advisor; Partner, Senior Advisor / Charitable and Estate Planning; Partner => Principal; Senior Advisor; Principal, Senior Advisor / Charitable and Estate Planning |
| 2023-03-10 |
update person_title Michele Hewitt: Partner, Senior Advisor / Client Tax Compliance => Principal, Senior Advisor / Client Tax Compliance With |
| 2023-02-06 |
update person_title Mark E. McCarron: Principal; Chief Investment Officer => Chief Investment Officer; Partner |
| 2022-11-02 |
delete email eg..@wesott.com |
| 2022-11-02 |
insert email eg..@wescott.com |
| 2022-10-02 |
delete source_ip 70.32.68.95 |
| 2022-10-02 |
insert address P.O. Box 1771
455 Pennsylvania Avenue, Suite 230
Fort Washington, PA 19034 |
| 2022-10-02 |
insert source_ip 208.109.75.245 |
| 2022-07-28 |
update person_title Darlene Palmer: Office Manager of the Harleysville Location; Harleysville Office Manager => Office Manager / Advisor Coordinator |
| 2022-06-27 |
update person_description Margaret M. Abrams => Margaret M. Abrams |
| 2022-04-25 |
delete index_pages_linkeddomain cnbc.com |
| 2022-03-25 |
insert address 162 Main Street
P.O. Box 164
Harleysville, PA 19438 |
| 2022-03-25 |
insert phone 215.209.4100 |
| 2022-03-25 |
insert service_pages_linkeddomain forbes.com |
| 2022-03-25 |
update person_description Gregory P. Pinto => Gregory P. Pinto |
| 2022-03-25 |
update person_description Luisa A. Shah => Luisa A. Shah |
| 2022-03-25 |
update person_title Joseph A. Frazer: Assistant Financial Advisor With; Assistant; Financial Advisor; Member of Wescott 's Tax Alpha Group => Associate; Associate Financial Advisor With; Financial Advisor; Member of Wescott 's Tax Alpha Group |
| 2022-03-25 |
update person_title Philip J. Simone: Assistant Financial Advisor With; Assistant; Financial Advisor => Associate; Associate Financial Advisor With; Financial Advisor |
| 2021-12-23 |
insert person Jocelyn Schwartz |
| 2021-08-17 |
insert contact_pages_linkeddomain calendly.com |
| 2021-08-17 |
insert index_pages_linkeddomain bizjournals.com |
| 2021-07-14 |
update person_description Rebecca Thompson => Rebecca Thompson |
| 2021-07-14 |
update person_title Rebecca Thompson: Associate; Associate Financial Advisor With; Financial Advisor => Financial Advisor With; Financial Advisor |
| 2021-04-17 |
delete career_pages_linkeddomain workable.com |
| 2021-04-17 |
delete email rf..@wescott.com |
| 2021-04-17 |
insert management_pages_linkeddomain ogspeaks.com |
| 2021-04-17 |
update person_description Sandra E. Goodstein => Sandra E. Goodstein |
| 2021-04-17 |
update person_title Sandra E. Goodstein: Managing Director and Senior Financial Advisor => Principal and Senior Financial Advisor |
| 2021-01-30 |
delete management_pages_linkeddomain phila.gov |
| 2021-01-30 |
delete management_pages_linkeddomain philareads.org |
| 2021-01-30 |
insert career_pages_linkeddomain workable.com |
| 2021-01-30 |
insert management_pages_linkeddomain achieve-now.com |
| 2021-01-30 |
insert management_pages_linkeddomain donordrive.com |
| 2021-01-30 |
update person_description Julia L. Reynolds => Julia L. Reynolds |
| 2021-01-30 |
update person_description Katelyn O. Friel => Katelyn O. Friel |
| 2021-01-30 |
update person_description Margaret M. Abrams => Margaret M. Abrams |
| 2021-01-30 |
update person_description Mark E. McCarron => Mark E. McCarron |
| 2021-01-30 |
update person_description Robert A. Waskiewicz => Robert A. Waskiewicz |
| 2021-01-30 |
update person_title Christopher A. Cortese: Senior Financial Advisor and Director of Nex Gen Advisor Development With; Senior Financial Advisor and Director of Next Gen Advisor Development => Principal, Senior Financial Advisor and Director of Nex Gen Advisor Development With; Principal, Senior Financial Advisor and Director of Next Gen Advisor Development |
| 2021-01-30 |
update person_title Margaret M. Abrams: Partner and Director of Business Operations => Partner and Director of Human Resources and Administration |
| 2021-01-30 |
update person_title Matthew C. Coutcher: Assistant Financial Advisor With; Assistant; Financial Advisor => Associate; Associate Financial Advisor With; Financial Advisor |
| 2021-01-30 |
update person_title Robert A. Waskiewicz: Senior Financial Advisor With => Principal and Senior Financial Advisor With |
| 2021-01-30 |
update person_title Susan M. Green: Senior Financial Advisor and Director of Financial Planning Standards With => Principal, Senior Financial Advisor and Director of Financial Planning Standards With |
| 2020-09-29 |
delete career_pages_linkeddomain workable.com |
| 2020-09-29 |
insert index_pages_linkeddomain forbes.com |
| 2020-07-22 |
update person_title Christopher J. Budny: Assistant Financial Advisor With; Assistant; Financial Advisor => Associate; Associate Financial Advisor With; Financial Advisor |
| 2020-03-22 |
insert email ar..@wescott.com |
| 2020-03-22 |
insert phone 215.979.1674 |
| 2020-03-22 |
update person_title Lydia P. Sheckels: Chief Investment Officer Emeritus, Partner and Senior Financial Advisor; Chief Investment Officer => Partner, CIO Emeritus and Senior Financial Advisor; Chief Investment Officer |
| 2019-12-19 |
update website_status FlippedRobots => OK |
| 2019-11-29 |
update website_status OK => FlippedRobots |
| 2019-09-29 |
insert coo Carrie Delgott |
| 2019-09-29 |
insert email cd..@wescott.com |
| 2019-09-29 |
insert person Carrie Delgott |
| 2019-06-30 |
update person_title Rebecca Thompson: Manager; Manager, Family Office Services => Associate; Associate Financial Advisor With; Financial Advisor |
| 2019-05-25 |
delete address 1875 NW Corporate Blvd
Suite 300
Boca Raton, FL 33431 |
| 2019-05-25 |
delete address One Market Plaza, Spear Tower
Suite 2200
San Francisco, CA 94105-1127 |
| 2019-05-25 |
delete phone 561.962.2106 |
| 2019-03-26 |
insert career_pages_linkeddomain workable.com |
| 2019-01-17 |
delete coo Matthew T. Regan |
| 2019-01-17 |
delete address 200 S. Biscayne Boulevard
Suite 3400
Miami, FL 33131-2318 |
| 2019-01-17 |
delete email mr..@wescott.com |
| 2019-01-17 |
delete person Matthew T. Regan |
| 2019-01-17 |
insert address 201 S. Biscayne Boulevard
Suite 3400
Miami, FL 33131-4325 |
| 2019-01-17 |
insert management_pages_linkeddomain philareads.org |
| 2018-08-13 |
delete about_pages_linkeddomain kdpreview.com |
| 2018-08-13 |
delete address Boca Center Tower II
5100 Town Center Cir, Suite 650
Boca Raton, FL 33486-9000 |
| 2018-08-13 |
insert address 1875 NW Corporate Blvd
Suite 300
Boca Raton, FL 33431 |
| 2018-02-24 |
delete career_pages_linkeddomain workable.com |
| 2018-02-24 |
update person_description Christopher J. Budny => Christopher J. Budny |
| 2018-02-24 |
update person_description Maja B. Banas => Maja B. Banas |
| 2018-02-24 |
update person_title Matthew T. Regan: Chief Operating Officer; Member of the Firm 's Management Committee => Chief Operating Officer; Principal; Principal, Chief Operating Officer. As a Member |
| 2018-01-07 |
update person_description Katelyn O. Friel => Katelyn O. Friel |
| 2018-01-07 |
update person_title Katelyn O. Friel: Marketing and Sales Coordinator => Manager of Marketing & Communications |
| 2017-10-18 |
delete email av..@wescott.com |
| 2017-10-18 |
delete management_pages_linkeddomain chcinfo.org |
| 2017-10-18 |
delete person Amy E. Venuto |
| 2017-10-18 |
insert email rf..@wescott.com |
| 2017-10-18 |
insert management_pages_linkeddomain maternitycarecoalition.org |
| 2017-10-18 |
update person_title Luisa A. Shah: Administrative Assistant; Administrative Assistant With => Client Service and Development |
| 2017-07-28 |
update person_description Sandra E. Goodstein => Sandra E. Goodstein |
| 2017-06-30 |
delete contact_pages_linkeddomain kdpreview.com |
| 2017-06-30 |
update person_description Christopher A. Cortese => Christopher A. Cortese |
| 2017-06-30 |
update website_status FlippedRobots => OK |
| 2017-06-20 |
update website_status OK => FlippedRobots |
| 2017-03-04 |
delete email ta..@wescott.com |
| 2017-03-04 |
update person_description Cathy Seeber => Catherine M. Seeber |
| 2017-03-04 |
update person_description Nicole Kianka => Nicole Kianka |
| 2017-03-04 |
update person_title Nicole Kianka: Associate Financial Advisor With => Financial Advisor With |
| 2017-01-03 |
update person_title Robert A. Waskiewicz: CFP; Financial Advisor With => Financial Advisor With; CFP® Financial Advisor |
| 2016-11-26 |
insert career_pages_linkeddomain workable.com |
| 2016-10-14 |
delete evp Lydia Sheckels |
| 2016-10-14 |
delete career_pages_linkeddomain workable.com |
| 2016-10-14 |
update person_description Margaret M. Abrams => Margaret M. Abrams |
| 2016-10-14 |
update person_title Lydia Sheckels: Executive Vice President; Chief Investment Officer => Chief Investment Officer |
| 2016-09-16 |
update website_status FlippedRobots => OK |
| 2016-09-16 |
delete address 540 Pennsylvania Avenue
Suite 323
Fort Washington, PA 19034 |
| 2016-09-16 |
delete management_pages_linkeddomain cnbc.com |
| 2016-09-16 |
delete phone 215.619.4635 |
| 2016-09-16 |
insert address 455 Pennsylvania Avenue
Suite 230
Fort Washington, PA 19034 |
| 2016-09-16 |
insert career_pages_linkeddomain emaplan.com |
| 2016-09-16 |
insert career_pages_linkeddomain workable.com |
| 2016-09-16 |
insert casestudy_pages_linkeddomain emaplan.com |
| 2016-09-16 |
insert contact_pages_linkeddomain emaplan.com |
| 2016-09-16 |
insert index_pages_linkeddomain emaplan.com |
| 2016-09-16 |
insert management_pages_linkeddomain emaplan.com |
| 2016-09-16 |
insert management_pages_linkeddomain girlsontherun.org |
| 2016-09-16 |
insert phone 215.979.1900 |
| 2016-09-16 |
update person_description Amy E. Venuto => Amy E. Venuto |
| 2016-09-16 |
update person_description Christopher A. Cortese => Christopher A. Cortese |
| 2016-09-16 |
update person_description Cynthia J. Bucher => Cynthia J. Bucher |
| 2016-09-16 |
update person_description Grant Rawdin => Grant Rawdin |
| 2016-09-16 |
update person_description Margaret M. Abrams => Margaret M. Abrams |
| 2016-09-16 |
update person_description Susan M. Green => Susan M. Green |
| 2016-09-16 |
update primary_contact 540 Pennsylvania Avenue
Suite 323
Fort Washington, PA 19034 => 455 Pennsylvania Avenue
Suite 230
Fort Washington, PA 19034 |
| 2016-07-15 |
update website_status FailedRobots => FlippedRobots |
| 2016-06-04 |
update website_status FlippedRobots => FailedRobots |
| 2016-01-31 |
update website_status FailedRobots => FlippedRobots |
| 2016-01-03 |
update website_status OK => FailedRobots |
| 2015-09-27 |
delete address 540 Pennsylvania Ave, Suite 323
Fort Washington, PA 19034 |
| 2015-09-27 |
delete address Boca Center Tower II
5100 Town Center Circle,
Suite 650
Boca Raton, Florida 33486-9000 |
| 2015-09-27 |
delete email sp..@wescott.com |
| 2015-09-27 |
delete person Scott A. Poulin |
| 2015-09-27 |
delete phone 305.960.2357 |
| 2015-09-27 |
insert address 540 Pennsylvania Avenue
Suite 323
Fort Washington, PA 19034 |
| 2015-09-27 |
insert address Boca Center Tower II
5100 Town Center Cir, Suite 650
Boca Raton, Florida 33486-9000 |
| 2015-09-27 |
insert phone 305.960.2350 |
| 2015-09-27 |
insert phone 561.962.2106 |
| 2015-09-27 |
update person_description Amy E. Venuto => Amy E. Venuto |
| 2015-09-27 |
update person_description Christopher A. Spay => Christopher A. Spay |
| 2015-09-27 |
update person_description Grant Rawdin => Grant Rawdin |
| 2015-09-27 |
update person_description Helen C. Andrick => Helen C. Andrick |
| 2015-09-27 |
update person_description Matthew J. Sgro => Matthew J. Sgro |
| 2015-09-27 |
update person_description Richard Fuiman => Richard Fuiman |
| 2015-09-27 |
update person_title Amanda R. Stasik: Investment Research Analyst => Senior Investment Research Analyst |
| 2015-09-27 |
update person_title Amy E. Venuto: Administrative Assistant; Assistant; Member of the Philadelphia Reads Program; Administrative Assistant With => Operations Coordinator; Assistant; Member of the Philadelphia Reads Program; Operations Coordinator With |
| 2015-09-27 |
update website_status FailedRobots => OK |
| 2015-08-30 |
update website_status FlippedRobots => FailedRobots |
| 2015-07-27 |
update website_status OK => FlippedRobots |
| 2015-06-15 |
update website_status FlippedRobots => OK |
| 2015-06-03 |
update website_status OK => FlippedRobots |
| 2015-04-30 |
update website_status FlippedRobots => OK |
| 2015-04-30 |
delete email bc..@wescott.com |
| 2015-04-30 |
delete person Brian A. Cohen |
| 2015-04-30 |
delete person Deanna R. Ossorio |
| 2015-04-30 |
delete person Margaret A. Flynn |
| 2015-04-30 |
delete person Meaghan E. Heard |
| 2015-04-30 |
delete phone 215.979.1681 |
| 2015-04-30 |
insert address 540 Pennsylvania Ave, Suite 323
Fort Washington, PA 19034 |
| 2015-04-30 |
insert management_pages_linkeddomain cnbc.com |
| 2015-04-30 |
insert management_pages_linkeddomain sojournersplace.org |
| 2015-04-30 |
insert person Elaine T. Granieri |
| 2015-04-30 |
insert person John A. Tully |
| 2015-04-30 |
insert person Luisa A. Shah |
| 2015-04-30 |
insert person Rebecca V. Pollard |
| 2015-04-30 |
insert person Sandra E. Goodstein |
| 2015-04-30 |
insert person Susan J. Woodward |
| 2015-04-30 |
update person_description Helen C. Andrick => Helen C. Andrick |
| 2015-04-30 |
update person_description Katelyn O. Friel => Katelyn O. Friel |
| 2015-04-30 |
update person_description Margaret M. Abrams => Margaret M. Abrams |
| 2015-04-10 |
update website_status FailedRobots => FlippedRobots |
| 2015-03-13 |
update website_status FlippedRobots => FailedRobots |
| 2015-01-07 |
update website_status FailedRobots => FlippedRobots |
| 2014-11-30 |
update website_status FlippedRobots => FailedRobots |
| 2014-10-29 |
update website_status OK => FlippedRobots |
| 2014-09-23 |
update website_status FailedRobots => OK |
| 2014-09-23 |
insert career_pages_linkeddomain google.com |
| 2014-09-23 |
insert casestudy_pages_linkeddomain google.com |
| 2014-09-23 |
insert client_pages_linkeddomain google.com |
| 2014-09-23 |
insert email rf..@wescott.com |
| 2014-09-23 |
insert index_pages_linkeddomain google.com |
| 2014-09-23 |
insert phone 215.979.1600 |
| 2014-08-16 |
update website_status FlippedRobots => FailedRobots |
| 2014-07-22 |
update website_status OK => FlippedRobots |
| 2014-06-11 |
delete coo David W. Gaskin |
| 2014-06-11 |
delete email dg..@wescott.com |
| 2014-06-11 |
delete person David W. Gaskin |
| 2014-06-11 |
delete phone 215.979.1619 |
| 2014-06-11 |
insert person Katelyn O. Friel |
| 2014-06-11 |
insert person Meaghan E. Heard |
| 2014-04-15 |
update website_status FlippedRobots => OK |
| 2014-04-15 |
update person_description Matthew J. Sgro => Matthew J. Sgro |
| 2014-04-04 |
update website_status OK => FlippedRobots |
| 2014-01-21 |
delete person Natalie Beckwith |
| 2014-01-21 |
update person_title Matthew J. Sgro: Director of Finance; Senior Accountant; Chief Compliance Officer => Director of Finance; Chief Compliance Officer |
| 2013-12-23 |
insert cfo Matthew J. Sgro |
| 2013-12-23 |
update person_title Matthew J. Sgro: Senior Accountant; Chief Compliance Officer => Director of Finance; Senior Accountant; Chief Compliance Officer |
| 2013-12-23 |
update person_title Tracy T. Abriola: Marketing Coordinator => Manager of Marketing and Communications |
| 2013-10-16 |
delete person Tamra Feldman |
| 2013-10-16 |
insert person Deanna R. Ossorio |
| 2013-08-25 |
insert contact_pages_linkeddomain sacohenfoundation.org |
| 2013-08-25 |
insert management_pages_linkeddomain acsevents.org |
| 2013-08-25 |
insert management_pages_linkeddomain campnoworries.org |
| 2013-08-25 |
insert management_pages_linkeddomain miamifinancialstability.org |
| 2013-07-25 |
delete phone 215.979.1642 |
| 2013-07-25 |
insert person Susan M. Green |
| 2013-05-31 |
update person_title Scott A. Poulin: Director of Client Development; Managing Director, Client Development => Managing Director of Client Development |
| 2013-04-16 |
delete email cm..@wescott.com |
| 2013-04-16 |
insert email bc..@wescott.com |
| 2013-04-16 |
insert person Brian A. Cohen |
| 2013-04-16 |
insert person Nicholas S. Smith |
| 2013-04-16 |
insert phone 215.979.1681 |
| 2013-04-16 |
update person_description Matthew J. Sgro => Matthew J. Sgro |
| 2013-03-03 |
delete source_ip 12.144.20.55 |
| 2013-03-03 |
insert source_ip 70.32.68.95 |