Investment Management

 

Robert L PharrRob Pharr

Chief Investment Officer, Portfolio Manager

Rob Pharr is a Founder and the Chief Investment Officer of WestEnd Advisors. He is also a Portfolio Manager for the firm’s Large-Cap Core Equity strategy. Rob has over a quarter-century of experience in the investment management industry and has served in various capacities at major investment firms. In 1988, he co-founded Eastover Capital Management, Inc., a registered equity and fixed-income investment advisory firm where he was responsible for all of the investment decisions made for clients’ portfolios, as well as directing the day-to-day operations of the firm. In 1995, Rob founded Providence Capital Management, Inc., a registered investment advisory firm that is the predecessor to WestEnd Advisors. He was the President of the firm until 2003 when Providence Capital Management changed its name to WestEnd Advisors. Rob is a graduate of the University of North Carolina at Chapel Hill.


 

Edmund N Durden

Ned Durden

Portfolio Manager

Ned Durden is a Partner of WestEnd Advisors and a Portfolio Manager for the firm’s investment strategies. Ned entered the financial services industry in 1997 and joined WestEnd Advisors in 2006. Prior to joining WestEnd, he was a founding member and Senior Analyst at Cambium Capital, a long/short equity hedge fund, from 2002 to 2006. While at Cambium, he performed bottoms-up, fundamental research on stocks in multiple sectors. In 2006, Ned founded Crescent Heights Consulting, LLC, which conducted outsourced research for multiple hedge funds. From 1997 to 2002, Ned was a Director at the MONY Group, a diversified financial services firm. Ned is a graduate of the University of Virginia, where he received his B.A. degree. He also received his MBA from the University of Virginia, Darden School of Business and his law degree from the University of Virginia School of Law (JD/MBA).


 

Frederick O Porter

Fritz Porter, CFA

Portfolio Manager

Fritz Porter is a Partner of WestEnd Advisors and a Portfolio Manager for the firm’s investment strategies. Fritz entered the financial services industry in 1999 and joined WestEnd Advisors in 2008. Prior to joining WestEnd, he was an Analyst on Wachovia Securities’ leveraged loan trading desk and an Associate in their leveraged finance group. Before joining Wachovia Securities, Fritz worked in a number of buy-side roles in which he performed economic analysis and conducted fundamental sector and stock analysis. From 2002 to 2004, he was a Portfolio Manager for U.S. Trust and prior to that worked as an Assistant Portfolio Manager at State Street Global Advisors. Fritz holds the Charted Financial Analyst (CFA) designation. He is a graduate of Davidson College, where he received his B.A. degree, and he earned his MBA from Duke University’s Fuqua School of Business.


 

Ty Peebles

Ty Peebles, CFA, CPA

Investment Analyst

Ty Peebles is an Investment Analyst and conducts research and analysis to support the management of the firm’s stock and ETF strategies. Ty entered the financial services industry in 2010 and joined WestEnd Advisors in 2014. Prior to joining WestEnd, he worked at Global Endowment Management supporting the firm’s operations, performance analysis and investment functions. Global Endowment Management is an outsourced Chief Investment Officer (CIO) to endowments and foundations. Prior to that role, he worked as a Certified Public Accountant (CPA) with Ernst & Young LLP. He also served as a Trading Floor Intern for Moore Capital Management. Ty holds the Charted Financial Analyst (CFA) designation. He is a graduate of the University of North Carolina at Chapel Hill where he received his B.A. in Economics, and he earned his Master of Accounting degree from UNC’s Kenan-Flagler Business School.


 

Charles Thies

Charles Thies

Portfolio Specialist

Charles Thies joined WestEnd Advisors in 2016. As a Director and Portfolio Specialist, he is a participant on the firm’s Investment Committee and has responsibility for compiling and disseminating the firm’s investment views. Charles entered the financial services industry in 1995. Prior to joining WestEnd Advisors, he founded Pergola Capital, LLC in 2014, serving as portfolio manager for a risk parity-based hedge fund. From 2002 to 2013, he held various investment research and communications roles with Fisher Investments, most recently as a Senior Capital Markets Analyst performing a range of economic and market research supporting the firm’s top-down investment process. Prior to that, he performed equity research for Salomon Smith Barney, from 2000 to 2001, and for a boutique investment management firm in Atlanta from 1996 to 1999. Charles is a graduate of the University of Virginia, where he received his B.S. in Commerce (Finance) from the McIntire School of Commerce and a B.A. in Philosophy.


 

Anna Brown

Trading

Anna Brown joined WestEnd Advisors in 2008. She manages the firm’s trading desk and is responsible for trade executions and other trading related duties. Anna also manages relationships with our external trading partners. Prior to joining WestEnd, she worked for UBS Financial Services for over nine years as an Operations Manager and a Senior Registered Client Service Associate. Anna is a graduate of the University of North Carolina at Chapel Hill.