WestEnd Advisors
Investment Management • 
1001 Morehead Square Drive, Suite 600, United States • 21-50 Employees
Company overview
| Headquarters | 1001 Morehead Square Drive, Suite 600, Charlotte, North Carolina 28203, US |
| Phone number | +18885009025 |
| Website | |
| NAICS | 5231 |
| SIC | 672 |
| Keywords | Etfs, Portfolio Construction, Equity Research, Macroeconomic Research |
| Founded | 2004 |
| Employees | 21-50 |
| Socials |
Key Contacts at WestEnd Advisors
Hunter Rome
Director
Peter Tortorici
Director
Cade Vela
Associate Director
John Carlson
Executive Director
Townsend Porter
Executive Director
Nate Monastra
Associate Director
Brian Bzik
Associate Director
Cathy Lowe
Director Of Operations
Jesse Boles
Associate Director
Tricia Tauzin
Director Of Business Management
WestEnd Advisors Email Formats
WestEnd Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@westendadvisors.com), used 90.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@westendadvisors.com | 90.9% |
{first name}.{last name} | john.doe@westendadvisors.com | 9.1% |
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 revenue & valuation
| Annual revenue | $64,800,000 |
| Revenue per employee | $1,752,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $207,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
WestEnd Advisors has 13 employees across 7 departments.
Departments
Number of employees
WestEnd Advisors Tech Stack
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Hong Kong
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United Kingdom
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Frequently asked questions
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