CoverProfile

Amanda Weldon

Senior Investment Research Analyst

Wescott Financial Advisory Group LLC

United States, Pennsylvania, Philadelphia

About Me

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.

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

More profiles to browse

Profile Photo
Karen Mcintyre
Partner, Senior Financial Advisor and Business Development Officer
Profile Photo
Mark Mccarron
Partner, Chief Investment Officer
Profile Photo
Lydia Sheckels
Partner, Chief Investment Officer – Emeritus and Senior Financial Advisor
SM
Scott Michalek
Partner, Senior Financial Advisor

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management