Wes Strode
Analyst-Equity at Portfolio Design Advisors, Inc.
Profile
Mr. Wesley L.
Strode, CFA, is a Senior Portfolio Manager at Portfolio Design Advisors, Inc. He is responsible for the management of the Portfolio Design Advisors model portfolios.
These portfolios include mutual funds, stocks, and ETFs.
Management of the portfolios involves manager due diligence and selection, security selection, and asset allocation decisions.
In addition, Wes acts as the Program Manager for all of the Portfolio Design Advisor models .
This includes the oversight of all investment selections and strategic decision making.
He assists financial advisors with portfolio selection and custom research and analysis.
He has held investment analysis, management, and other positions at several financial services firms including State Street Bank &Trust and Old Mutual Capital.
He received his undergraduate degree from the University of Nebraska.
He received his CFA Charter in 2010.
Wes Strode active positions
| Companies | Position | Start |
|---|---|---|
Portfolio Design Advisors, Inc.
 Portfolio Design Advisors, Inc. Investment ManagersFinance Portfolio Design Advisors, Inc. (PDA) is an asset management firm headquartered in Centennial, Colorado. The firm is a wholly-owned subsidiary of GWM Holdings, Inc., and was founded in 2006. PDA provides investment advisory and portfolio management services to individuals and institutional clients. The firm specializes in creating sophisticated and customized investment strategies. | Analyst-Equity | 2012-01-31 |
Former positions of Wes Strode
| Companies | Position | End |
|---|---|---|
Old Mutual Capital, Inc.
 Old Mutual Capital, Inc. Investment ManagersFinance Old Mutual Capital, Inc. provided investment advice. The company was headquartered in Denver, CO. | Corporate Officer/Principal | 2011-06-30 |
Training of Wes Strode
| University of Nebraska | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Old Mutual Capital, Inc.
Old Mutual Capital, Inc. Investment ManagersFinance Old Mutual Capital, Inc. provided investment advice. The company was headquartered in Denver, CO. | Finance |
Portfolio Design Advisors, Inc.
Portfolio Design Advisors, Inc. Investment ManagersFinance Portfolio Design Advisors, Inc. (PDA) is an asset management firm headquartered in Centennial, Colorado. The firm is a wholly-owned subsidiary of GWM Holdings, Inc., and was founded in 2006. PDA provides investment advisory and portfolio management services to individuals and institutional clients. The firm specializes in creating sophisticated and customized investment strategies. | Finance |
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