Karen Beth McIntyre
Investment Committee Member at Wescott Financial Advisory Group LLC
Profile
Ms. Karen B.
McIntyre is a Principal & Senior Financial Advisor at Wescott Financial Advisory Group LLC.
She provides financial planning, wealth management advice and services to the family of clients.
Ms. McIntyre specializes in working with executives, professionals and small business owners, as well as clients who are newly widowed or divorced.
She is well versed in the income tax implications of executive compensation plans.
Working with Wescott’s leadership and other professionals, she is also responsible for cultivating new client business and is a member of the firm’s Sales and Marketing Committees.
She also serves on the firm’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.
She has over 25 years of experience in the financial services industry counseling wealthy families.
Prior to joining Wescott, she served as a wealth advisor at a large national financial planning firm, where she focused on working with women in transition and upper level pharmaceutical executives.
Ms. McIntyre served as a board member of the organization’s Northeast MidAtlantic Region board.
She was also a virtual study group coordinator, a member of the Regional Conference Planning Committee and a volunteer with the NAPFA Money Bus, a traveling tour that helps educate consumers on the need to reduce personal debt while increasing savings.
She received her bachelor’s degree in counseling psychology from Ithaca College, and is a registered trust representative and a Certified Financial Planner™.
Karen Beth McIntyre active positions
Companies | Position | Start |
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Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group LLC Investment ManagersFinance Wescott Financial Advisory Group LLC (Wescott) is a registered investment advisory and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Grant Rawdin in 1987 and is a subsidiary of Wescott Holding Co. LLC, which is owned by Duane Morris LLP. Wescott provides wealth and investment management services to high-net-worth individuals, families, trusts, foundations, pension plans, pooled investment vehicles, corporations and other businesses and institutions. | Investment Committee Member | 2013-01-31 |
Training of Karen Beth McIntyre
Ithaca College | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 1 |
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Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group LLC Investment ManagersFinance Wescott Financial Advisory Group LLC (Wescott) is a registered investment advisory and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Grant Rawdin in 1987 and is a subsidiary of Wescott Holding Co. LLC, which is owned by Duane Morris LLP. Wescott provides wealth and investment management services to high-net-worth individuals, families, trusts, foundations, pension plans, pooled investment vehicles, corporations and other businesses and institutions. | Finance |
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