Westwind Capital
Westwind Capital is an investment manager and wealth advisory firm located in Las Cruces, NM and Denver, CO. Our legacy began in 1993 when Lord Spence & Associates was formed. The founders decided to break free from the institutional imperative; their mission was to place their clients’ interest first instead of letting a large wire house dictate what their clients should invest in. In the early the firm became Spence Asset Management and transitioned to a fee only advisory firm. Today, as Westwind Capital, we service clients in 40 states and continue to champion the same independent and autonomous thinking as our founders, keeping our clients’ best interests top of mind. Our culture continues to be characterized by significant co-investment in firm strategies and a long history of continuity in investment team, advisors and operations personnel. The success of Westwind Capital is directly related to the relationships we have established with our clients. In 2012, the company founded the Westwind Capital Foundation. The employees of Westwind Capital wish to continue to share that success by giving back to community members and organizations in communities we serve through our foundation. Westwind Capital donates a portion of its annual management fees to the foundation, in addition to individual contributions from employees.
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Verified contacts
11
available on Kipplo
LinkedIn employees
7
11 to 50 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- SF
Scott F. Kozney
Partner, Senior Equity Analyst, Fixed Income Portfolio Manager · Finance & Accounting
EmailPhone - KB
Kimberly Borunda
Administrative Coordinator · General Business & Management
EmailPhone - PG
Patrick Grooms
Partner, Investment Advisor · Finance & Accounting
EmailPhone - PG
Patrick Grooms
Partner, Investment Advisor · Finance & Accounting
EmailPhone - JS
Jonathan Stirling Cestm
Investment Advisor · Finance & Accounting
EmailPhone - MD
Maximillian Doctor
Research and Trading · Other
EmailPhone - EW
Eric Walton
President, Managing Partner · Other
EmailPhone
Showing 7 of 11 verified contacts
Top roles at Westwind Capital
6 distinct titles indexed · top 6 shown.
- 5investment advisor
- 2partner, investment advisor
- 1administrative coordinator
- 1partner, senior equity analyst, fixed income portfolio manager
- 1president, managing partner
- 1research and trading
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