G. Westcott Price, Cima®, Atfa
About G. Westcott Price, Cima®, Atfa
G. Westcott Price, CIMA®, ATFA, is the Regional Director - Wealth Strategist at MassMutual, working remotely from Raleigh, North Carolina. He has extensive experience in investment management and wealth strategy, having previously worked at Advisors Asset Management, Inc. and BlackRock.
Company
G. Westcott Price is currently employed at MassMutual, where he serves as the Regional Director - Wealth Strategist. In his role, he works remotely from Raleigh, North Carolina, and covers a wide geographic area that includes North Carolina, South Carolina, Tennessee, Virginia, Maryland, Delaware, Pennsylvania, Kentucky, West Virginia, and Washington D.C.
Title
As the Regional Director - Wealth Strategist at MassMutual, G. Westcott Price is responsible for promoting the capabilities of the MassMutual Wealth Management Investment Team (WMIT). His duties include developing innovative investment ideas and strategies that are tailored to current market conditions. He also oversees various specialized services, including the Hedging Desk and Direct Indexing.
Previous Roles
Before joining MassMutual, G. Westcott Price worked at Advisors Asset Management, Inc. as the Regional Vice President - External Wholesaler for five years, covering the Southeast US. Prior to that, he spent several years at BlackRock in Princeton, NJ, holding various roles such as Investment Management Associate - Private Wealth Internal Wholesaler, Investment Management Associate - Hybrid Wholesaler, and Business & Product Development - Separately Managed Accounts. Earlier in his career, he worked at Merrill Lynch as a Service Specialist and later as a Senior Plan Participant Services Representative.
Education and Designations
G. Westcott Price attended James Madison University, where he studied Finance and earned a B.B.A. from 2001 to 2005. He holds the Chartered Investment Management Analyst (CIMA®) designation and the Accredited Trust and Fiduciary Advisor (ATFA) designation.