Donna Black
Director of Operations

Donna Black joined WestEnd Advisors in 2005. Donna manages the overall operations and administrative functions at WestEnd Advisors. In addition, Donna manages the Firm's accounting and financial reporting activities.

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 certificate, and is a graduate of The University of North Carolina at Chapel Hill.

 

Tricia Tauzin
Operations

Tricia Tauzin joined WestEnd Advisors in 2006. Tricia oversees 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 is a graduate of Virginia Tech University.

 

Tiffany A. Jones
Client Services

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 is a graduate of Coastal Carolina University.

 

Anna Brown
Trading

Anna Brown joined WestEnd Advisors in 2008. Anna manages the Firm’s trading desk and the input of client accounting data into our portfolio management systems.

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 is a graduate of the The University of North Carolina at Chapel Hill.

 

Cathy Lowe
Operations

Cathy Lowe joined WestEnd Advisors in 2009. Cathy conducts the portfolio performance calculation testing for all client portfolios and composites. In addition, Cathy manages all 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.

Cathy is a graduate of The University of Georgia.

 

Joy Rousso
Administration

Joy Rousso joined WestEnd Advisors in 2010. Joy manages Office Administration which includes technology.

Prior to joining WestEnd, Joy worked ten years as the Office Manager for Paul Rousso Studio. Before Paul Rousso Studio, Joy worked for Hoechst Celanese Corporation as a systems analyst supporting the payroll, maintenance, purchasing and human resources applications.

Joy is a graduate of Agnes Scott College with a B.A in Economics and received her Masters in Business Information Systems from Georgia State University.

 

Parkie G. 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.

Parkie is a graduate of The University of North Carolina at Chapel Hill.