WestEnd Advisors

westend advisors
4064 Colony Road, Suite 130
Charlotte, NC 28211
Phone: 704.556.9300
Toll Free: 888.500.9025
Fax: 704.554.7759

Articles by WestEnd Advisors

Mostly Sunny At Home, Partly Cloudy Abroad

Mostly Sunny At Home, Partly Cloudy Abroad

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Editor’s Note: The following information was originally published on July 16, 2018. By WestEnd Advisors Prospects for a temporary reacceleration of economic growth in the U.S., and for continued trade tensions…

Edmund N. Durden
Partner, Portfolio Manager

Edmund N. Durden

Ned Durden is a Partner of WestEnd Advisors and a Portfolio Manager for the firm’s investment strategies. Ned entered the financial services industry in 1997 and joined WestEnd Advisors in 2006. Prior to joining WestEnd, he was a founding member and Senior Analyst at Cambium Capital, a long/short equity hedge fund, from 2002 to 2006. While at Cambium, he performed bottoms-up, fundamental research on stocks in multiple sectors. In 2006, Ned founded Crescent Heights Consulting, LLC, which conducted outsourced research for multiple hedge funds. From 1997 to 2002, Ned was a Director at the MONY Group, a diversified financial services firm. Ned is a graduate of the University of Virginia, where he received his B.A. degree. He also received his MBA from the University of Virginia, Darden School of Business and his law degree from the University of Virginia School of Law (JD/MBA).

Frederick O. Porter, CFA
Partner, Portfolio Manager

Frederick O. Porter

Fritz Porter is a Partner of WestEnd Advisors and a Portfolio Manager for the firm’s investment strategies. Fritz entered the financial services industry in 1999 and joined WestEnd Advisors in 2008. Prior to joining WestEnd, he was an Analyst on Wachovia Securities’ leveraged loan trading desk and an Associate in their leveraged finance group. Before joining Wachovia Securities, Fritz worked in a number of buy-side roles in which he performed economic analysis and conducted fundamental sector and stock analysis. From 2002 to 2004, he was a Portfolio Manager for U.S. Trust and prior to that worked as an Assistant Portfolio Manager at State Street Global Advisors. Fritz holds the Charted Financial Analyst (CFA) designation. He is a graduate of Davidson College, where he received his B.A. degree, and he earned his MBA from Duke University’s Fuqua School of Business.

Michael W. Goldman
Partner

Michael W. Goldman

Mike Goldman is a Partner of WestEnd Advisors and is responsible for all aspects of WestEnd’s sales and marketing efforts. He works closely with WestEnd’s institutional and broker dealer relationships. Mike entered the financial services and investment advisory industries in 1995. Prior to joining WestEnd Advisors, he spent eight years as a Financial Advisor with Wheat First Securities and UBS, running an investment consulting practice for high net worth individuals, families and small institutions. Mike is a graduate of the University of Richmond with a B.A. degree in Economics.

Joseph N. D’Agostino
Partner, Chief Operating Officer

Joseph N. D'Agostino

Joe D’Agostino is a Partner and the Chief Operating Officer of WestEnd Advisors. He is responsible for the management of WestEnd’s business functions, including Finance, Operations, Compliance, Client Services and Administration. Joe entered the financial services and investment advisory industries in 1984 and has served in senior management positions with American Century Investments, Morgan Stanley and Smith Barney. He is a graduate of The College of the Holy Cross with a B.A. Degree in Philosophy and Economics, and the Columbia University Graduate School of Business with an MBA Degree in Finance and Marketing.

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