Wedmont Private Capital Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Wedmont Private Capital is a financial services firm based in Philadelphia, Pennsylvania. It was established by professionals with backgrounds at Credit Suisse and Vanguard, and is anchored in offering higher-quality investment guidance to clients. The founders’ experience informs its approach to advisory services within the financial industry. The firm targets investors seeking more attentive and thoughtful financial guidance. As a small-to-mid-sized firm in the financial services sector, Wedmont positions itself as a specialized advisor focused on delivering substantive, personalized counsel. Its operations are anchored in the United States, with a regional focus shaped by its Philadelphia base.

Find Wedmont Private Capital employees' phone numbers or email addresses

Wedmont Private Capital Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Wedmont Private Capital's Leadership

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    H. S.
    Vice President Of Operations
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    D. C.
    Co-Founder
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    J. P.
    Co-Founder
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    T. M.
    Lead Financial Planner | Managing Director
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    T. G.
    Managing Director
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    J. S.
    Investment Operations Lead
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    R. G.
    Lead Wealth Planner
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    E. S.
    Lead Wealth Planner
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Wedmont Private Capital Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Wedmont Private Capital

Name
Title
Contact Info
Location
Last Update
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    D. C.
    Co-Founder
    Phone icon
    United StatesMississippi
    Jun 26, 2026
  • Stylized image of a person
    J. P.
    Co-Founder
    Phone icon
    United StatesMassachusetts
    Feb 16, 2026
  • Stylized image of a person
    H. S.
    Vice President Of Operations
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    Oct 23, 2024
  • Stylized image of a person
    T. M.
    Lead Financial Planner | Managing Director
    Phone icon
    United StatesMaryland
    Apr 16, 2026
  • Stylized image of a person
    T. G.
    Managing Director
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    United StatesPennsylvania
    Jun 27, 2026
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    J. S.
    Investment Operations Lead
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    United StatesMissouri
    Apr 15, 2026
  • Stylized image of a person
    R. G.
    Lead Wealth Planner
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    United StatesNew York
    Jun 28, 2026
  • Stylized image of a person
    E. S.
    Lead Wealth Planner
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    United StatesDc
    Jun 26, 2026
  • Stylized image of a person
    A. K.
    Financial Advisor
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    United StatesArizona
    Jun 26, 2026

Frequently Asked Questions

What is Wedmont Private Capital known for?

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Wedmont Private Capital operates in the Financial Services industry. The company's main headquarters is located in Philadelphia, Pennsylvania United States. Explore Wedmont Private Capital's company overview page for more information.

What is Wedmont Private Capital's most common email format?

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Wedmont Private Capital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wedmont Private Capital email formats with LeadIQ.

How many employees does Wedmont Private Capital have currently?

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Wedmont Private Capital has approximately 14 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Wedmont Private Capital's key employees and leadership?

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As of June 2026, Wedmont Private Capital's key employees include:

  • Vice President Of Operations: H. S.
  • Co-Founder: D. C.
  • Co-Founder: J. P.
  • Lead Financial Planner | Managing Director: T. M.
  • Managing Director: T. G.

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