Weston resident John Adams Vaccaro, CFP®, CLU®, has been named one of Westchester’s Five Star Wealth Managers for 2013 by independent research firm Five Star Professional. Vaccaro is the founder and CEO of Westport Resources (www.westportresources.com), a leading independent investment and financial planning firm serving individuals, families, municipalities and institutions around the world. Christopher DeLaura, COO of Westport Resources’ wealth management division, received the award as well. The full list of award winners appears in the August 2013 issue of Westchester Magazine. It is a select group, representing less than three percent of wealth managers in the Westchester area.
“Kudos for this award go to our entire Private Client Group team of our portfolio managers, financial planning specialists and client service associates here at Westport Resources,” Vaccaro said. “I commend each of them for their hard work and dedication to our clients.”
Five Star Professional partnered with Westchester Magazine to determine the wealth managers in Westchester who provide quality services to their clients. Notable attributes of the winners include: (1) an average one-year client retention rate of more than 96 percent; (2) an average of 235 households served; and (3) an average of $106 million in client assets administered.
