AeroLeads people directory · profile
Westin Mcentire, Cfa Email & Phone Number
Partner and Director of Investments
at
Venturi Private Wealth
1 work email found
@venturiwealthmanagement.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Director of Investments
Location
Austin, Texas, United States
Company size
Who is Westin Mcentire, Cfa? Overview
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Quick answer
Westin Mcentire, Cfa is listed as Partner and Director of Investments at Venturi Private Wealth, a with 38 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at venturiwealthmanagement.com and a matched LinkedIn profile for Westin Mcentire, Cfa.
Westin Mcentire, Cfa previously worked as Partner & Director of Investments at Venturi Private Wealth and Investment Portfolio Management - Private Bank at J.P. Morgan. Westin Mcentire, Cfa holds Bba, Finance, Accounting from Texas Christian University - M.J. Neeley School Of Business.
Company email context
Email format at Venturi Private Wealth
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{first}@venturiwealthmanagement.com
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AeroLeads found 1 current-domain work email signal for Westin Mcentire, Cfa. Compare company email patterns before reaching out.
Profile bio
About Westin Mcentire, Cfa
Significant wealth is different – in both its opportunities and challenges. We are dedicated to organizing, planning and managing all aspects of your complex financial life so you can focus on doing the things that matter most to you. Founded in Austin, Texas, we incorporate the city’s entrepreneurial energy into everything we do for our clients. We will implement a tailored wealth management plan that helps you achieve your unique goals. As fiduciary advisors, we view ourselves as partners with you, sitting on the same side of the table and pursuing shared goals. Our goal is to deliver unbiased, objective advice you can trust.
Listed skills include Portfolio Management, Finance, Trading, Investments, and 5 others.
Current workplace
Westin Mcentire, Cfa's current company
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Venturi Private Wealth
7 roles
Westin Mcentire, Cfa work experience
A career timeline built from the work history available for this profile.
Partner & Director Of Investments
CurrentPartner and Director of Investments at Venturi Wealth Management. As a member of the Investment Committee, I'm responsible for portfolio management, investment strategy and outlook, manager selection and due diligence, and asset allocation decisions across public and private investments. Focused on developing and managing tailored investment strategies for clients and ensuring proper alignment with our client's investment goals.
Mar 2018 - Present
Investment Portfolio Management - Private Bank
Investment Portfolio Manager with J.P. Morgan’s Private Bank in both New York City & Austin, TX. Constructed and managed public and private investment portfolios for UHNW private wealth management clients. Provided strategic investment advice and trade execution across asset classes and global markets. Westin worked with clients in the NYC area for 6 years before relocating with JPMorgan's Private Bank to Austin, TX.
Jul 2012 - Feb 2018
Investment Strategy, Global Investment Opportunities Group
Investment strategist within the Private Bank’s Global Investment Opportunities (GIO) group in New York. Developed global tactical ideas and implemented institutional-level implementation across asset classes for clients. Responsible for providing strategic investment guidance and thematic trade idea generation to a global team of 70+ investment specialists supporting the Private Bank’s institutional and family office clients.
Jul 2011 - Jul 2012
Investor Relations
Member of JPMorgan Chase & Co's (JPM) Investor Relations Team which reported directly to the CFO of JPMorgan. Responsible for the firm’s relationships with buy-side investors as well as the research analyst community. Produced JPMorgan Chase's earning reports and investor presentations. Worked closely with JPMorgan's CFO, Head of Investor Relations, and 6 business line CEOs and CFOs to effectively communicate earnings results and the firm's strategic initiatives.
Jul 2009 - Jul 2011
Corporate Real Estate Finance
Prepared and managed financial analysis and reporting outlooks for JPMorgan Chase's portfolio of Corporate Real-Estate holdings as part of JPMorgan Corporate Financial Analyst Development Program.
Jun 2008 - May 2009
Financial Analyst
Bear Stearns, Emc Mortgage
Researched mortgage backed security industry developments throughout 2007 related to increasing delinquency and non-performing securities within Alt-A and sub-prime issuances as a Summer Analyst with Bear Stearns, pre-JPM acquisition.
May 2007 - Aug 2007
2 education records
Westin Mcentire, Cfa education
Bba, Finance, Accounting
Education record
FAQ
Frequently asked questions about Westin Mcentire, Cfa
Quick answers generated from the profile data available on this page.
What company does Westin Mcentire, Cfa work for?
Westin Mcentire, Cfa works for Venturi Private Wealth.
What is Westin Mcentire, Cfa's role at Venturi Private Wealth?
Westin Mcentire, Cfa is listed as Partner and Director of Investments at Venturi Private Wealth.
What is Westin Mcentire, Cfa's email address?
AeroLeads has found 1 work email signal at @venturiwealthmanagement.com for Westin Mcentire, Cfa at Venturi Private Wealth.
Where is Westin Mcentire, Cfa based?
Westin Mcentire, Cfa is based in Austin, Texas, United States while working with Venturi Private Wealth.
What companies has Westin Mcentire, Cfa worked for?
Westin Mcentire, Cfa has worked for Venturi Private Wealth, J.P. Morgan, Jpmorgan Chase & Co., Jpmorgan Chase, and Bear Stearns, Emc Mortgage.
How can I contact Westin Mcentire, Cfa?
You can use AeroLeads to view verified contact signals for Westin Mcentire, Cfa at Venturi Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Westin Mcentire, Cfa attend?
Westin Mcentire, Cfa holds Bba, Finance, Accounting from Texas Christian University - M.J. Neeley School Of Business.
What skills is Westin Mcentire, Cfa known for?
Westin Mcentire, Cfa is listed with skills including Portfolio Management, Finance, Trading, Investments, Investor Relations, Financial Modeling, Wealth Management, and Financial Analysis.
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