Donna Black

Finance

Miscellaneous

Consumer Services

Profile

Ms. Donna Black, CPA, is a Director-Operations at WestEnd Advisors LLC.
Prior to joining WestEnd Advisors in 2005, Ms. Black 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, she worked for KPMG Peat Marwick in the auditing department specializing in audits of savings and loan clients.
Ms. Black has her CPA certificate, and is a graduate of The University of North Carolina at Chapel Hill.

Former positions of Donna Black

Companies	Position	End
First Carolina Investors, Inc. First Carolina Investors, Inc. Investment Trusts/Mutual FundsMiscellaneous Founded in 1971, First Carolina Investors, Inc. is a closed-end mutual fund company located in Fort Mill, South Carolina.	Analyst-Equity	2004-12-30
KPMG Peat Marwick LLP	Corporate Officer/Principal	-
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.	Corporate Officer/Principal	-

See the detail of Donna Black's experience

Training of Donna Black

The University of North Carolina at Charlotte

Undergraduate Degree

Experiences
Positions held

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Private companies