WestEnd Advisors

WestEnd Advisors Employee Directory

Investment ManagementUnited States11-50 Employees

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.

Find WestEnd Advisors employees' phone numbers or email addresses

WestEnd Advisors Global Highlights

Location
Employees

North America
43

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  • United States Of America
    43

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Africa
1

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  • Nigeria
    1

WestEnd Advisors's Leadership

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    F. P.
    Chief Investment Officer, Portfolio Manager
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    J. C.
    Chief Compliance Officer
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    N. D.
    Chief Investment Strategist
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    C. T.
    Head Of Marketing
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    T. P.
    Partner, Portfolio Manager
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    J. L.
    Managing Partner
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    S. H.
    Partner
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    A. W.
    Managing Partner
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Contact profiles from WestEnd Advisors

Name
Title
Contact Info
Location
Last Update
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    M. F.
    Investment Analyst
    Phone icon
    United States
    Nov 19, 2024
  • Stylized image of a person
    R. R.
    Investment Analyst
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    United StatesNorth Carolina
    Nov 19, 2024

Frequently Asked Questions

What is WestEnd Advisors known for?

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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 28203, US; you can contact the main corporate office by phone at . Explore WestEnd Advisors's company overview page for more information.

What is WestEnd Advisors's most common email format?

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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?

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WestEnd Advisors has approximately 37 employees as of October 2025. These team members are located across 3 continents, including North AmericaEuropeAfrica.

Who are WestEnd Advisors's key employees and leadership?

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As of October 2025, 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.
  • Partner, Portfolio Manager: T. P.

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