WESTEND ADVISORS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 133279). Regulatory assets under management: $1.9B.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Other.
Showing 25 of 26 people.
| Name | Role | Location |
|---|---|---|
| Nina Gupta | SECRETARY | San Antonio, TX |
| Edmund Nelson Durden | CHIEF INVESTMENT STRATEGIST | — |
| Frederick O Porter | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |
| Graham K Hunt | MANAGING PARTNER | — |
| James Walter Cox | CHIEF COMPLIANCE OFFICER | — |
| Michael Dennis Policarpo | CHIEF ADMINISTRATIVE OFFICER | — |
| Jason Michael Leibowitz | MANAGING PARTNER | — |
| Marion Wooten Peebles | CO-CHIEF INVESTMENT OFFICER | — |
| PHARR ROBERT LANSING | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER; MANAGING MEMBER/CHIEF INVESTMENT OFFICER (+3 more) | — |
| BLACK JOHN DAVID | CHIEF OPERATING OFFICER; MANAGING MEMBER/CHIEF OPERATING OFFICER; MANAGING PARTNER (+2 more) | — |
| GOLDMAN MICHAEL WILLIAM | MANAGING MEMBER; MANAGING PARTNER; MEMBER (+1 more) | — |
| HARKINS FRANK STAUNTON | MEMBER; PARTNER | — |
| STEINHILBER JACK DANIEL | PRESIDENT | — |
| HUNT GARY K | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/MANAGING PARTNER; MANAGING PARTNER | — |
| BACHRODT WILLIAM LOUIS | PARTNER | — |
| DURDEN EDMUND NELSON | CHIEF INVESTMENT STRATEGIST; MANAGING MEMBER; MANAGING MEMBER, CHIEF INVESTMENT STRATEGIST (+2 more) | — |
| PORTER FREDERICK O | CHIEF INVESTMENT OFFICER; MANAGING MEMBER; MANAGING MEMBER, CHIEF INVESTMENT OFFICER (+3 more) | — |
| GUPTA NINA | SECRETARY | — |
| FRIEDLAND JENNIFER M | CHIEF COMPLIANCE OFFICER | — |
| DAGOSTINO JOSEPH NICHOLAS | MANAGING MEMBER, CHIEF OPERATING OFFICER; MEMBER, CHIEF OPERATING OFFICER | — |
| POLICARPO MICHAEL DENNIS | CHIEF ADMINISTRATIVE OFFICER | — |
| Peebles Marion Wooten | MEMBER, PORTFOLIO MANAGER; MEMBER, SENIOR INVESTMENT ANALYST | — |
| HULL SHANNON ELAINE | CHIEF COMPLIANCE OFFICER | — |
| LEIBOWITZ JASON MICHAEL | HEAD OF BUSINESS DEVELOPMENT/MANAGING PARTNER; MANAGING PARTNER; PARTNER | — |
| COX JAMES WALTER | CHIEF COMPLIANCE OFFICER | — |