Amanda Weldon is Wescott’s Senior Investment Research Analyst. She is responsible for gathering, organizing, analyzing and reporting on performance and other qualitative investment related information pertaining to the portfolios, holdings and activities of Wescott’s current and future portfolio managers, investments, models and benchmarks. Working with the Chief Investment Officer, Amanda delivers vital investment related material and reporting that helps Wescott’s advisory team provide clients with comprehensive financial advice.
Amanda Weldon
Senior Investment Research Analyst
Wescott Financial Advisory Group LLC
United States, Pennsylvania, Philadelphia
About Me
Profile Information
Senior Investment Research Analyst
Wescott Financial Advisory Group LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Philadelphia
Pennsylvania
United States
May 22, 2025
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