Investment Management

 

Robert L. PharrRob Pharr

Co-Chief Investment Officer, Portfolio Manager

Rob Pharr is a Founder and Co-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.


 

Frederick O. Porter

Fritz Porter, CFA

Partner, Co-Chief Investment Officer, Portfolio Manager

Fritz Porter is a Partner at WestEnd Advisors, Co-Chief Investment Officer, and a Portfolio Manager for the firm’s investment strategies. In addition to his portfolio management responsibilities, Fritz leads the firm’s research meetings and conducts macroeconomic, sector and security analysis. Fritz entered the financial services industry in 1999 and joined WestEnd Advisors in 2008. Prior to joining WestEnd, he held asset management and investment banking positions at Wachovia Securities, U.S. Trust, and 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.


 

Edmund N. Durden

Ned Durden

Partner, Portfolio Manager

Ned Durden is a Partner at WestEnd Advisors and a Portfolio Manager for the firm’s investment strategies. In addition to his portfolio management responsibilities, Ned conducts sector and security analysis along with macroeconomic research used to guide decisions across the firm’s investment strategies. Ned entered the financial services industry in 1997 and joined WestEnd Advisors in 2006. Before joining WestEnd, he was a founding member and Senior Analyst at Cambium Capital, a long/short equity hedge fund. Prior to that, 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).


 

Ty Peebles

Ty Peebles, CFA, CPA

Senior Investment Analyst

Ty Peebles is a Senior 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.


 

Jacob Buchanan

Jacob Buchanan

Investment Analyst

Jacob Buchanan is an Investment Analyst and conducts research and analysis to support the management of the firm’s investment strategies. Jacob entered the financial services industry in 2016 and joined WestEnd Advisors in 2018. Prior to joining WestEnd, he worked at Credit Suisse supporting the CFO of the firm’s securitized products division where he was responsible for internal financial analysis and forecasting. Prior to that role, he served as an analyst supporting Credit Suisse’s Global Markets trading division, conducting expense and cost savings analysis. Jacob is a graduate of the University of North Carolina at Chapel Hill, where he received his B.A. in Economics, and studied Statistics and Operations Research.


 

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.