As Partner, Senior Financial Advisor and Business Development Officer, Karen McIntyre provides financial planning and wealth management advice and services to our family of clients. She specializes in working with executives, professionals and small business owners, as well as clients who are newly widowed or divorced. Karen is well versed in the income tax implications of executive compensation plans. Working with Wescott’s core leadership and other members of the Business Development Team, she is responsible for cultivating new client business for the firm. Karen is a member of Wescott’s Sales and Marketing Committees. She also serves on the firm’s Portfolio Strategy