Our Team

Our greatest resource is our people and the focused wisdom and deep experience they bring to their work. Since 2004, we have grown to 23 employees. WestEnd Advisors is owned by seven partners, each of whom is active in the company today.

Executive Leadership

Mike Goldman

Managing Partner

Mike Goldman

Managing Partner

Mike Goldman is Managing Partner of WestEnd Advisors and one of the firm’s founders. He oversees WestEnd’s business functions, including Operations and Sales, works closely with the firm’s institutional and broker dealer relationships, and speaks on behalf of the firm at industry conferences around the country. Mike entered the financial services and investment advisory industries in 1995. Prior to joining WestEnd, he spent eight years as a Financial Advisor with Wheat First Butcher Singer and UBS, running an investment consulting practice for high-net-worth families and institutions. Mike is a graduate of the University of Richmond with a B.A. in Economics.

Fritz Porter, CFA

Partner, Chief Investment Officer, Portfolio Manager

Fritz Porter, CFA

Partner, Chief Investment Officer, Portfolio Manager

Fritz Porter is a Partner at WestEnd Advisors, 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 Chartered 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.

Ned Durden

Partner, Portfolio Manager

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).

Investment Management

Fritz Porter, CFA

Partner, Chief Investment Officer, Portfolio Manager

Fritz Porter, CFA

Partner, Chief Investment Officer, Portfolio Manager

Fritz Porter is a Partner at WestEnd Advisors, 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 Chartered 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.

Ned Durden

Partner, Portfolio Manager

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, CFA, CPA

Partner, Senior Investment Analyst

Ty Peebles, CFA, CPA

Partner, Senior Investment Analyst

Ty Peebles is a Partner at WestEnd Advisors and a Senior Investment Analyst who conducts research and analysis to support the management of the firm’s investment 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 Chartered 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

Investment Analyst

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.

Roger Regelbrugge

Investment Analyst

Roger Regelbrugge

Investment Analyst

Roger Regelbrugge is an Investment Analyst and conducts research and analysis to support the management of the firm’s investment strategies. Roger entered the financial services industry in 2014 and joined WestEnd Advisors in 2019. Prior to joining WestEnd, he worked as a credit risk analyst with UBS AG, where he was responsible for assessing hedge fund counterparty risk across a range of trading strategies and products. Prior to that role, he served as an equity research analyst for Avondale Partners, a boutique investment bank headquartered in Nashville, TN. Roger is a graduate of Belmont University in Nashville, TN, where he received his B.B.A. in Economics.

Rob Pharr

Portfolio Manager

Rob Pharr

Portfolio Manager

Rob Pharr is 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.

Charles Thies

Director, Portfolio Specialist

Charles Thies

Director, 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

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, Anna 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.

Sales and Client Service

Mike Goldman

Managing Partner

Mike Goldman

Managing Partner

Mike Goldman is Managing Partner of WestEnd Advisors and one of the firm’s founders. He oversees WestEnd’s business functions, including Operations and Sales, works closely with the firm’s institutional and broker dealer relationships, and speaks on behalf of the firm at industry conferences around the country. Mike entered the financial services and investment advisory industries in 1995. Prior to joining WestEnd, he spent eight years as a Financial Advisor with Wheat First Butcher Singer and UBS, running an investment consulting practice for high-net-worth families and institutions. Mike is a graduate of the University of Richmond with a B.A. in Economics.

Staunton Harkins

Partner

Staunton Harkins

Partner

Staunton Harkins is a Partner at WestEnd Advisors and has sales and marketing responsibilities including business development and relationship management. Staunton entered the financial services industry in 1992. Prior to joining WestEnd Advisors, he spent eight years as a Financial Advisor with Wheat First Securities and UBS, running an investment consulting practice for high net worth individuals, families and small institutions. Prior to his experience as a Financial Advisor, he worked in the banking industry in various capacities including Vice President – Commercial Loan Manager at Branch Banking and Trust, where he served from 1992 through 1995. Staunton is a graduate of Virginia Tech University with a B.S. degree in Finance.

Jason Leibowitz

Partner

Jason Leibowitz

Partner

Jason Leibowitz is a Partner at WestEnd Advisors and has sales and marketing responsibilities including business development and relationship management. Jason entered the financial services industry in 2003 and joined WestEnd Advisors in 2015. He began his career as an investment advisor at Merrill Lynch. Subsequent to his experience as an investment advisor, he held various business development and analytical roles at Morgan Stanley and Smith Barney, including consulting group analyst and advisory management positions where he was responsible for the training and growth of the advisory business, investment and portfolio allocation decisions, manager selection and due diligence. Most recently, Jason spent five years in the alternative investment management industry as the Director of National Accounts at Central Park Group and Director, Head of Private Client Group at HarbourVest Partners. In these roles, Jason was focused on the global strategy and distribution of private equity and hedge fund solutions to high-net-worth clients and the intermediary channels that advise them. Jason received a B.S. in Finance from Rider University in 2003.

John Carlson

Director

John Carlson

Director

John Carlson joined WestEnd Advisors in 2018 and has sales and marketing responsibilities including business development and relationship management. John entered the financial services industry in 2012 as an associate with State Street Global Advisors’ SPDR exchange traded funds group. He progressed into additional responsibilities as an Internal Sales Consultant and, most recently, as a Vice President and Regional Consultant. In these roles, John provided ongoing education and consultative support for financial advisors, helping them develop portfolio construction, wealth management and practice management solutions utilizing ETFs. John received a B.A. in Economics Management from Ohio Wesleyan University in 2012.

Seth Knight

Director

Seth Knight

Director

Seth Knight joined WestEnd Advisors in 2016 and has responsibilities in sales and marketing including business development and relationship management. Seth entered the financial services and investment advisory industries in 2013. Prior to WestEnd Advisors, he worked at Raymond James & Associates as a Financial Advisor for three years, running a comprehensive financial planning and wealth management practice for individual investors and families. Seth is a graduate of Wofford College with a B.A degree in Finance.

Townsend Porter

Director

Townsend Porter

Director

Townsend Porter joined WestEnd Advisors in 2019 and has sales and marketing responsibilities including business development and relationship management. Townsend entered the financial services industry in 2015 as an Internal Sales Consultant with Invesco before progressing to a Senior Regional Sales Consultant role in the company’s wire house division covering exchange traded funds, mutual funds, separately managed accounts and unit investment trusts. Prior to Invesco, he served as a Strategic Account Manager for Cardinal Health’s Acute Care division. Townsend received a B.A. in International Business from the College of Charleston in 2010.

Hunter Rome

Associate Director

Hunter Rome

Associate Director

Hunter Rome joined WestEnd Advisors in 2018 and has responsibilities in sales and marketing, including business development and relationship management. Hunter entered the financial services industry in 2016. Prior to WestEnd Advisors, he worked at Dimensional Fund Advisors, focusing on business development and relationship management with independent financial advisors to high net-worth individuals and institutions. Prior to that role, he was a Legislative Aide for a United States Senator, advising on monetary, economic and financial services policy. Hunter is a graduate of the University of North Carolina at Chapel Hill with a B.A. in Political Science and Communications.

Annie Ninemire

Associate Director

Annie Ninemire

Associate Director

Annie Ninemire joined WestEnd Advisors in 2019 and has sales and marketing responsibilities including business development and relationship management. Annie entered the financial services industry in 2013 with Gerson Lehrman Group, where she performed various roles including managing research relationships with large, multi-strategy asset management clients. Prior to joining WestEnd, she served as an Institutional Sales Associate with Dimensional Fund Advisors. Annie is a graduate of Vanderbilt University with a B.A. in Medicine, Health and Society.

Brian Bzik

Associate Director

Brian Bzik

Associate Director

Brian Bzik joined WestEnd Advisors in 2019 and has sales and marketing responsibilities including business development and relationship management. Brian entered the financial services industry in 2015 with State Street Corporation. Prior to joining WestEnd, he served as a Principal and Internal Consultant for State Street Global Advisors, where he conducted business development and relationship management with independent financial advisors in support of the company’s SPDR ETF products. Brian is a graduate of St. Lawrence University with a B.A. in Economics and Spanish.

Compliance and Operations

Graham Hunt, CPA

Partner, Chief Financial Officer

Graham Hunt, CPA

Partner, Chief Financial Officer

Graham Hunt is a Partner at WestEnd Advisors and Chief Financial Officer. Graham entered the financial services industry in 2007 and joined WestEnd Advisors in 2015. Prior to joining WestEnd, he was a Finance Manager at Ally Financial, Inc. where he was responsible for corporate financial planning and analysis. Before joining Ally, he worked as a Senior Associate in the Assurance practice at PricewaterhouseCoopers LLP and as an intern at Wachovia in Balance Sheet Management. Graham is a Certified Public Accountant (CPA) in North Carolina and a graduate of North Carolina State University with a B.S. in Accounting with a concentration in Financial Analysis. He received his Master of Accounting degree from North Carolina State’s Poole College of Management.

Shannon Hull

Chief Compliance Officer

Shannon Hull

Chief Compliance Officer

Shannon Hull was with WestEnd Advisors from 2004 to 2005 and re-joined the firm in 2011. Shannon manages the compliance program and oversees client services at the firm. She has over twenty-nine years of experience in the financial services industry, the bulk of which has been compliance- and supervisory-related. Prior to re-joining WestEnd, Shannon worked in operations and project management at NFP-CBA Financial Advisors and as an Administrative Complex Manager for RBC Wealth Management. Shannon is a graduate of the University of North Carolina at Charlotte and holds the Investment Adviser Certified Compliance Professional (IACCP) designation and the Certified Anti-Money Laundering Specialist (CAMS) Certification.

Jim Cox

Compliance Officer

Jim Cox

Compliance Officer

Jim Cox joined WestEnd Advisors in 2020 and helps manage the firm’s compliance program. Jim entered the financial services industry in 1998 as a Compliance Officer with Interstate Johnson Lane, where he oversaw compliance with industry regulations for over 100 bank and brokerage branches. He continued in various compliance and management roles through several mergers, from Wachovia Securities to Wells Fargo Advisors. Prior to joining WestEnd, he served as First Vice President/ Market Administration Manager, where his duties included leading and managing compliance policy decisions for the Charlotte market and assisting in the management oversight of over 130 Financial Advisors and Client Associates. Jim is a graduate of James Madison University with a B.A. in Business Management.

Cathy Lowe

Director of Operations

Cathy Lowe

Director of Operations

Cathy Lowe joined WestEnd Advisors in 2009 and manages the firm’s overall operations and administrative functions at WestEnd Advisors. In addition, she performs operational duties including performance reporting and manages internal and external reporting. Prior to joining WestEnd, Cathy worked five years as senior manager in financial planning and analysis for Unisource Worldwide. In addition, she brings thirteen years of experience in capital markets including energy and equity trading, reporting, analysis and asset management for Mirant Corporation and Robinson-Humphrey. Cathy began her career in 1991 as a registered sales assistant for PaineWebber. She is a graduate of the University of Georgia.

Lewis Stocks

Operations and Marketing Analyst

Lewis Stocks

Operations and Marketing Analyst

Lewis Stocks joined WestEnd Advisors in 2019 and has operations and marketing responsibilities that support day-to-day operations of the firm, including account reconciliation, data management and analysis, and ad hoc reporting. Before joining WestEnd, Lewis worked as a management consultant with Dixon Hughes Goodman, LLP’s Risk Advisory practice, where he implemented business process improvements for a major money-center banking client. Prior to that role, he served as an operations manager for A2 Access, a financial services technology company focused on data-driven solutions for institutional investors to better evaluate their sell-side partnerships. Lewis received a B.S. in Business Administration with a concentration in Finance from North Carolina State University’s Poole College of Management.

Parkie Thomas

Administration

Parkie Thomas

Administration

Parkie Thomas joined WestEnd Advisors in 2006. Parkie provides invaluable administrative support to WestEnd’s clients and staff, keeping the office organized and running smoothly. She is a graduate of the University of North Carolina at Chapel Hill.

Connect with us

To learn more about how our proprietary sector-based approach can help you in meeting your investment objectives, please call us at 888.500.9025, or email us at info@westendadvisors.com.