Westend Advisors
WestEnd Advisors, a Victory Capital Investment Franchise, is an institutional asset management firm and a registered investment advisor based in Charlotte, NC. The cornerstone of our investment philosophy is that the macroeconomic environment is a key driver of financial market returns. We have developed and refined our proprietary, qualitative investment process over the last two decades, which has enabled us to consistently navigate a wide variety of market conditions on behalf of our clients. WestEnd manages and markets a series of portfolios that are constructed with ETFs, and a large-cap, core equity portfolio. WestEnd Advisors, LLC (“WestEnd”) is an investment adviser registered with the Securities and Exchange Commission. Registration of an Investment Adviser does not imply any level of skill or training. WestEnd does not provide investment advisory services via this web site. The purpose of this site is limited to the dissemination of general information regarding the services offered by WestEnd. It is not intended to be a solicitation or offer to sell investment advisory services in any jurisdiction in which WestEnd is not currently authorized to do so. Investment advisory services may only be offered upon delivery of WestEnd’s Form ADV Part 2 disclosure document, which details the services offered, business practices and related fees. WestEnd’s Form ADV Part 2 is available upon request. The information contained herein has been obtained from sources believed to be reliable, but we do not guarantee its accuracy or completeness.
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Verified contacts
29
available on Kipplo
LinkedIn employees
37
11 to 50 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
2
tools in use
Monthly traffic
252
organic / mo
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Decision-makers and verified team members
29 contacts with verified email or phone · masked until revealed.
- BB
Brian Bzik
Associate Director · General Business & Management
EmailPhone - CL
Cathy Lowe
Director of Operations · Operations
EmailPhone - HR
Hunter Rome
Director · General Business & Management
EmailPhone - JC
John Carlson
Executive Director · General Business & Management
EmailPhone - TP
Townsend Porter
Executive Director · General Business & Management
EmailPhone - TT
Tricia Tauzin
Director of Business Management · General Business & Management
EmailPhone - LS
Lewis Stocks
Portfolio Specialist · Finance & Accounting
EmailPhone - MG
Mike Goldman
Business Advisor · General Business & Management
EmailPhone - AW
Annie Ward Ninemire
Sales · Sales & Business Development
EmailPhone
Showing 9 of 29 verified contacts
Top roles at Westend Advisors
19 distinct titles indexed · top 10 shown.
- 3associate director
- 2director
- 2executive director
- 2housekeeper
- 2investment analyst
- 1accounting and finance analyst
- 1advisor
- 1business advisor
- 1chief compliance officer
- 1co-cio, portfolio manager
- +9more titles
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