WestEnd Advisors
Investment Management
1001 Morehead Square Drive
37 employees
- Employees
- 37
- Contacts
- 3
- Emails
- 3
- Phones
- 1
WestEnd Advisors Overview
- Headquarters
- 1001 Morehead Square Drive
- Phone Number
- Available in AeroLeads
- Website
- westendadvisors.com
- Industry
- Investment Management
- Employees
- 37
- Founded
- 2004
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About 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.
WestEnd Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 1
- 33.3% coverage
WestEnd Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jason Leibowitz | Miami, Florida, United States |
Email
|
|
| Ned Durden | Charlotte, North Carolina, United States |
Email
|
|
| Fritz Porter | CIO at Westend Advisors | Charlotte, North Carolina, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
9 profiles
Director
5 profiles
Executive
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 4 | 4 | 1 |
| General | 3 | 3 | 3 |
| Finance | 1 | 1 | 0 |
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