Beth C. Monroe

Finance

Profile

Prior to joining WestEnd in 2007, Ms. Monroe 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.
She graduated with a B.S.
degree from Mary Washington College.

Former positions of Beth C. Monroe

Companies	Position	End
WestEnd Advisors LLC WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs.	Trading-Equity	2009-12-30

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Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies	1
WestEnd Advisors LLC WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs.	Finance