Tricia Tauzin joined WestEnd Advisors in 2006. Tricia manages the overall operations and administrative functions at WestEnd Advisors. These functions include the oversight of operational duties related to trading, account reconciliation, interfaces with custodians and brokers, maintenance of client accounts, and individual account and composite performance reporting.

Before joining WestEnd, she worked for three years for Sterling Capital Management, most recently as the Controller. Before Sterling, Tricia was Operations Manager for Akre Capital Management.

Tricia graduated with a B.S. degree from Virginia Tech University.

Tiffany Jones joined WestEnd Advisors in 2004. Tiffany manages Client Services and is the primary point of contact for WestEnd clients for all administrative and operational needs, including account openings.

Prior to joining WestEnd, Tiffany developed extensive experience directing the operations of financial service businesses, including investment advisory and insurance operations.

Tiffany graduated with a B.A. degree from Coastal Carolina University.


Beth Monroe joined WestEnd Advisors in 2007. Beth manages the Firm’s trading desk and the daily input of client accounting data into our portfolio management systems.

Prior to joining WestEnd, Beth worked for Charlotte Capital, LLC for 16 years as Director of Operations for Institutional Equity accounts. She also prepared marketing materials, performance and composite verification and SEC reports.

Beth graduated with a B.S. degree from Mary Washington College.


Donna Black joined WestEnd Advisors in 2005. Donna manages the Firm’s accounting and financial reporting activities. In addition she conducts portfolio performance calculation testing for all of WestEnd’s client portfolios.

Prior to joining WestEnd, Donna worked for 10 years as an Assistant Vice-President with First Carolina Investors, where she was an equity analyst focused on the banking and savings and loan industries. She also helped the firm with its SEC reporting and financial statement preparation. Before First Carolina Investors, Donna worked for KPMG Peat Marwick in the auditing department specializing in audits of savings and loan clients.

Donna has her CPA certification, and she graduated from the University of North Carolina at Chapel Hill with a B.S. degree in Business Administration.


Stacy Barger joined WestEnd Advisors in 2007. Stacy manages the Firm’s client account reconciliation processes and custodial data interfaces, and assists with operational duties related to trading.

Prior to joining WestEnd, Stacy worked in the Private Client Group of Wachovia Securities, where she provided administrative and operational services to high net-worth clients, and handled ESOP trading for several publicly traded companies.

Stacy graduated with a B.S. degree in Finance from The University of North Carolina at Charlotte.


Anna Brown joined WestEnd Advisors in 2008. Anna manages Office Administration which includes Technology and Compliance Administration.

Prior to joining WestEnd Anna worked for UBS Financial Services for 9 ½ years as an Operations Manager and a Senior Registered Client Service Associate.

Anna graduated with a B.A. degree from The University of North Carolina at Chapel Hill.



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.

Parkie graduated with a B.A. degree from the University of North Carolina at Chapel Hill.