Westin Mcentire, Cfa

Westin Mcentire, Cfa Email and Phone Number

Partner and Director of Investments @ Venturi Private Wealth
Austin, TX, US
Westin Mcentire, Cfa's Location
Austin, Texas, United States, United States
Westin Mcentire, Cfa's Contact Details

Westin Mcentire, Cfa personal email

n/a
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.

Westin Mcentire, Cfa's Current Company Details
Venturi Private Wealth

Venturi Private Wealth

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Partner and Director of Investments
Austin, TX, US
Website:
venturiwealthmanagement.com
Employees:
38
Westin Mcentire, Cfa Work Experience Details
  • Venturi Private Wealth
    Partner And Director Of Investments
    Venturi Private Wealth
    Austin, Tx, Us
    View
  • Venturi Private Wealth
    Partner & Director Of Investments
    Venturi Private Wealth Mar 2018 - Present
    Austin, Texas Area
    Partner 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.
    View
  • J.P. Morgan
    Investment Portfolio Management - Private Bank
    J.P. Morgan Jul 2012 - Feb 2018
    Austin, Texas Area
    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.
    View
  • J.P. Morgan
    Investment Strategy, Global Investment Opportunities Group
    J.P. Morgan Jul 2011 - Jul 2012
    Greater New York City Area
    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.
    View
  • Jpmorgan Chase & Co.
    Investor Relations
    Jpmorgan Chase & Co. Jul 2009 - Jul 2011
    Greater New York City Area
    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.
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  • Jpmorgan Chase
    Corporate Real Estate Finance
    Jpmorgan Chase Jun 2008 - May 2009
    Greater New York City Area
    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.
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  • Bear Stearns, Emc Mortgage
    Financial Analyst
    Bear Stearns, Emc Mortgage May 2007 - Aug 2007
    Dallas/Fort Worth Area
    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.

Westin Mcentire, Cfa Skills

Portfolio Management Finance Trading Investments Investor Relations Financial Modeling Wealth Management Financial Analysis Bloomberg Terminal

Westin Mcentire, Cfa Education Details

Frequently Asked Questions about Westin Mcentire, Cfa

What company does Westin Mcentire, Cfa work for?

Westin Mcentire, Cfa works for Venturi Private Wealth

What is Westin Mcentire, Cfa's role at the current company?

Westin Mcentire, Cfa's current role is Partner and Director of Investments.

What is Westin Mcentire, Cfa's email address?

Westin Mcentire, Cfa's email address is we****@****ase.com

What schools did Westin Mcentire, Cfa attend?

Westin Mcentire, Cfa attended Texas Christian University - M.j. Neeley School Of Business, Bishop Lynch High School.

What skills is Westin Mcentire, Cfa known for?

Westin Mcentire, Cfa has skills like Portfolio Management, Finance, Trading, Investments, Investor Relations, Financial Modeling, Wealth Management, Financial Analysis, Bloomberg Terminal.

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