Chris Cortese is a Financial Advisor with Wescott and is responsible for the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. His responsibilities are related to all facets of financial planning, investment portfolios and wealth management. Chris’ role begins with the assimilation and organization of clients’ financial information such as their family demographics, financial assets, and business and estate documents. He also works with clients to identify financial objectives and goals.
Chris also serves on Wescott’s Sales Committee and the firm’s Portfolio Strategy Group, which oversees the ongoing due diligence and evaluation of Wescott’s investment managers and strategies.
A Certified Financial Planner™, Chris is a member of the Financial Planning Association, the National Association of Personal Financial Advisors and the Chester County Estate Planning Council.
Chris received his bachelor’s degree in finance from Virginia Polytechnic Institute and State University with a concentration in financial planning. Prior to joining Wescott, he worked for a financial services firm as a financial planner.
He resides in Downingtown, Pennsylvania with his wife, Maria Cortese.