WestEnd Advisors
Highly Engaged Employees
Highly Engaged EmployeesFinance · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
1001 Morehead Sq Dr Ste 600, Charlotte, ...Phone Number
(888) 500-9025Website
www.westendadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
2
1
1
1
About WestEnd Advisors
WestEnd Advisors is an institutional asset management firm and registered investment advisor, part of the Victory Capital Investment Franchise. Founded in 2004, the company specializes in active investment strategies based on macroeconomic research, focusing on market sector performance drivers. WestEnd Advisors offers U.S. Sector, Global Equity, and Multi-Asset strategies designed for clients seeking capital appreciation and risk mitigation. The firm leverages data insights to navigate market trends and make informed investment decisions. Operating across multiple locations in North America, WestEnd Advisors serves the B2B market with its comprehensive financial services.Explore more
WestEnd Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
WestEnd Advisors
<$5M
11-50
Private
-
2004
FP
Frederick PorterChief Investment Officer & Portfolio Manager
$5M
11-50
Private
-
2006
DA
Daniel AhrensManaging Director, Chief Operating Officer, and Portfolio Manager
Company Profile Activity
Activity Insights
WestEnd Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
WestEnd Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WestEnd Advisors.
WestEnd Advisors Tech Stack
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Most Recent Scoops
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Mergers & Acquisitions (M&A)
Left Company
Executive Move
Joe Dagostino, Partner & Chief Operating Officer, has left the organization and now serves as Head of Strategic Development at Dynasty Financial Partners.
Left Company
Executive Move
WestEnd Advisors News & Media
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WestEnd Advisors is an institutional asset management firm and registered investment advisor, part of the Victory Capital Investment Franchise. Founded in 2004, the company specializes in active investment strategies based on macroeconomic research, focusing on market sector performance drivers. WestEnd Advisors offers U.S. Sector, Global Equity, a... Read More
