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Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Rob Pharr | M | - |
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. | 20 years |
Fritz Porter | M | - |
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. | 16 years |
Ty Peebles | M | - |
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. | 10 years |
Anna Forte Brown | F | - |
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. | 16 years |
Roger Regelbrugge | M | - |
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. | 5 years |
Charles Thies | M | - |
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. | 8 years |
Jacob Buchanan | M | - |
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. | 6 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
William L. Bachrodt | M | - |
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. | 2 years |
Beth C. Monroe | F | - |
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. | 2 years |
Jane C. Pfeiffer | F | - |
The MONY Group, Inc.
![]() The MONY Group, Inc. Life/Health InsuranceFinance The MONY Group, Inc. provides life insurance, annuities and investment banking products and services to small business owners, family builders and pre-retirees. The firm operates in three segments: protection products, accumulation products, retail brokerage and investment banking. They were founded in 1997 and are headquartered in New York City. | 5 years |
Arnold Brousell | M | - |
The MONY Group, Inc.
![]() The MONY Group, Inc. Life/Health InsuranceFinance The MONY Group, Inc. provides life insurance, annuities and investment banking products and services to small business owners, family builders and pre-retirees. The firm operates in three segments: protection products, accumulation products, retail brokerage and investment banking. They were founded in 1997 and are headquartered in New York City. | - |
Kimberly G. Windrow | F | 66 |
The MONY Group, Inc.
![]() The MONY Group, Inc. Life/Health InsuranceFinance The MONY Group, Inc. provides life insurance, annuities and investment banking products and services to small business owners, family builders and pre-retirees. The firm operates in three segments: protection products, accumulation products, retail brokerage and investment banking. They were founded in 1997 and are headquartered in New York City. | 4 years |
Kent M. Campbell | M | - |
The MONY Group, Inc.
![]() The MONY Group, Inc. Life/Health InsuranceFinance The MONY Group, Inc. provides life insurance, annuities and investment banking products and services to small business owners, family builders and pre-retirees. The firm operates in three segments: protection products, accumulation products, retail brokerage and investment banking. They were founded in 1997 and are headquartered in New York City. | 14 years |
Michael A. Supino | M | - |
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. | - |
Cathy Lowe | F | - |
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. | - |
Joy Rousso | F | - |
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. | 1 years |
Karen Nickerson | F | - |
The MONY Group, Inc.
![]() The MONY Group, Inc. Life/Health InsuranceFinance The MONY Group, Inc. provides life insurance, annuities and investment banking products and services to small business owners, family builders and pre-retirees. The firm operates in three segments: protection products, accumulation products, retail brokerage and investment banking. They were founded in 1997 and are headquartered in New York City. | 2 years |
Frank Tanner | M | - |
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. | - |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 18 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Ned Durden
- Personal Network