What departments does WestEnd Advisors have?

WestEnd Advisors has employees across 7 departments including Finance, Operations, Marketing, Business, Customer Success.

What is the largest department at WestEnd Advisors?

The largest department at WestEnd Advisors is Analytics with 4 employees.

Where are WestEnd Advisors employees located globally?

WestEnd Advisors has employees across 3 continents and 3 countries including Nigeria, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has WestEnd Advisors's team size changed over time?

WestEnd Advisors's team has remained stable from approximately 15 to 15 employees based on available data.

WestEnd Advisors Employee Directory

Investment ManagementNorth Carolina, United States11-50 Employees

WestEnd Advisors is an institutional asset management firm and SEC-registered investment adviser based in Charlotte, North Carolina. Operating within Victory Capital's investment franchise, the firm ties its investment decisions to macroeconomic conditions as a primary driver of market returns. Over more than two decades it has built a proprietary qualitative process that has evolved through various market cycles. Its product lineup includes ETF-based portfolios alongside a large-cap core equity strategy, aimed at institutional clients.

As an SEC-registered adviser, WestEnd provides its Form ADV Part 2 disclosure upon request. Recent reporting describes a collaboration with Vestmark to develop a tax-advantaged U.S. Sector Strategy SMA (separately managed account). The firm is headquartered in Charlotte and operates with a relatively small professional staff.

WestEnd Advisors Global Highlights

North America
42

United States Of America
42

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Africa
1

Nigeria
1

WestEnd Advisors's Leadership

F. P.
Chief Investment Officer, Portfolio Manager
Mobile Phone
Email
J. C.
Chief Compliance Officer
Mobile Phone
Email
N. D.
Chief Investment Strategist
Mobile Phone
Email
C. T.
Head Of Marketing
Mobile Phone
Email
T. P.
Co-Cio, Portfolio Manager
Mobile Phone
Email
J. L.
Managing Partner
Mobile Phone
Email
A. W.
Managing Partner
Mobile Phone
Email
G. H.
Managing Partner
Mobile Phone
Email

WestEnd Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from WestEnd Advisors

Name

Title

Contact Info

Location

Last Update

T. P.
Co-Cio, Portfolio Manager
Mobile Phone
Email
United StatesNorth Carolina
Apr 16, 2026
J. L.
Managing Partner
Mobile Phone
Email
United StatesFlorida
May 04, 2026
F. P.
Chief Investment Officer, Portfolio Manager
Mobile Phone
Email
United StatesNorth Carolina
May 30, 2026
J. C.
Chief Compliance Officer
Mobile Phone
Email
United StatesNorth Carolina
Jan 14, 2025
A. W.
Managing Partner
Mobile Phone
Email
Oct 22, 2024
G. H.
Managing Partner
Mobile Phone
Email
United StatesNorth Carolina
Apr 06, 2026
J. D.
Partner And Chief Operating Officer
Mobile Phone
Email
Oct 22, 2024
R. P.
Co-Chief Investment Officer, Portfolio Manager
Mobile Phone
Email
United StatesNorth Carolina
Mar 24, 2026
S. H.
Partner
Mobile Phone
Email
United StatesNorth Carolina
Nov 06, 2025
N. D.
Chief Investment Strategist
Mobile Phone
Email
United StatesNorth Carolina
Feb 11, 2026

Frequently Asked Questions

What is WestEnd Advisors known for?

WestEnd Advisors was founded in 2004 operates in the Investment Management industry. The company's main headquarters is located in 1001 Morehead Square Drive Suite 600 Charlotte, North Carolina United States; you can contact the main corporate office by phone at

+1-704-409-****

. Explore WestEnd Advisors's company overview page for more information.

What is WestEnd Advisors's most common email format?

WestEnd Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WestEnd Advisors email formats with LeadIQ.

How many employees does WestEnd Advisors have currently?

WestEnd Advisors has approximately 35 employees as of May 2026. These team members are located across 3 continents, including North AmericaEuropeAfrica.

Who are WestEnd Advisors's key employees and leadership?

As of May 2026, WestEnd Advisors's key employees include:

Chief Investment Officer, Portfolio Manager: F. P.
Chief Compliance Officer: J. C.
Chief Investment Strategist: N. D.
Head Of Marketing: C. T.
Co-Cio, Portfolio Manager: T. P.

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WestEnd Advisors Employee Directory

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