WestEnd Advisors, LLC

Natale Monastra is a financial advisor with WestEnd Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 registrations and having two years of industry experience. Prior to joining WestEnd Advisors, he worked at Opus Capital Management, LLC and Victory Capital Services, Inc., and earlier held positions at Xavier University and Olentangy High School. WestEnd Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process and is owned by Victory Capital, operating as an autonomous investment franchise while leveraging affiliate resources.

Seth Knight is a financial advisor at WestEnd Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Victory Capital Services, Inc. and Raymond James & Associates, Inc. He has been with WestEnd Advisors since 2016 in various capacities. WestEnd Advisors is an SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process and offers discretionary portfolio management, third-party ETF model strategies, and non-discretionary model recommendations, managing approximately $1.868 billion in regulatory assets under management and $23.68 billion in assets under advisement as of December 31, 2025.

Stephen Rome is a financial advisor at WestEnd Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Victory Capital Services, Inc, WestEnd Advisors, and Dimensional Fund Advisors. WestEnd Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process, focusing on sector and equity allocations based on broad economic trends, and serves as a model provider with significant assets under advisement.

Jennifer Friedland is a financial advisor at WestEnd Advisors, LLC in Charlotte, NC, holding a Series 66 designation with 15 years of industry experience. She has been with WestEnd Advisors since 2011. WestEnd Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process, focusing on sector and equity selection based on broad economic trends, and operates as an autonomous investment franchise under Victory Capital.

Frederick Porter is a CFA® charterholder and holds a Series 63 license with 17 years of industry experience. He has been with WestEnd Advisors, LLC since 2008. WestEnd Advisors is an SEC-registered investment adviser providing discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm uses a macro-driven investment process and operates as an autonomous Victory Capital franchise, managing approximately $1.868 billion in regulatory assets under management and advising on about $23.68 billion in assets through model programs.

Jesse Boles is a financial advisor at WestEnd Advisors, LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Victory Capital Services, Inc., Equitable Distributors, LLC, Bank of America, and Wells Fargo. Outside of his advisory role, he owns and operates JRB Express Logistics, a local shipping business serving the construction industry. WestEnd Advisors is an SEC-registered investment adviser that offers discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process and is owned by Victory Capital, operating as an autonomous franchise while leveraging affiliate resources for technology and research.

Peter Tortorici is a financial advisor at WestEnd Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott LLC and Victory Capital Services, Inc. He is listed as the manager of Amare GP, LLC, a private investment entity, though he does not actively manage the business. WestEnd Advisors is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and government entities. The firm employs a macro-driven investment process and offers discretionary portfolio management along with third-party ETF model strategies.

Daniel Porter is a financial advisor at WestEnd Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Victory Capital Services, Inc., WestEnd Advisors, and Invesco Advisers, Inc. Prior to his current role, he was also associated with Invesco Distributors, Inc. WestEnd Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process and serves as a model provider with significant assets under advisement and participation in multiple wrap programs.

James Cox is a financial advisor at WestEnd Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Victory Capital Services, Inc., Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. WestEnd Advisors is an SEC-registered investment adviser providing discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process and is notable for its ownership by Victory Capital and its role as a prominent model provider with substantial assets under advisement.

Joseph Dagostino is a financial advisor at WestEnd Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at WestEnd Advisors since 2015 and has been affiliated with Dynasty Financial Partners, LLC since 2020. WestEnd Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process, using broad economic data to guide portfolio tilts toward sectors and equities expected to benefit from prevailing market trends.

Edmund Durden is a financial advisor with WestEnd Advisors, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with WestEnd Advisors since 2006. WestEnd Advisors is an SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process, using economic and market analysis to guide portfolio tilts toward sectors and securities expected to benefit from prevailing trends.

Brian Bzik is a financial advisor at WestEnd Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WestEnd Advisors since 2019. Prior to that, he held positions at Victory Capital Services, Inc. and State Street Global Advisors in various capacities. WestEnd Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process and offers both quantitative and qualitative approaches, with distinctive features including its affiliation with Victory Capital and its role as a significant model provider in wrap-fee programs.

Anna Brown is a financial advisor at WestEnd Advisors, LLC in Charlotte, NC, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with WestEnd Advisors since 2008. WestEnd Advisors is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process focusing on sector and ETF allocations informed by broad economic analysis and manages approximately $1.868 billion in regulatory assets under management.

Luke Rutledge is a financial advisor at WestEnd Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Victory Capital Services, Inc., Morgan Stanley, Allianz Global Investors, and The Vanguard Group. WestEnd Advisors is an SEC-registered investment adviser that offers discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process that tilts portfolios toward sectors and equities expected to benefit from economic trends and serves as a model provider with significant assets under advisement.

Cade Vela is a financial advisor at WestEnd Advisors, LLC with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Victory Capital Services, Inc. and Ally Financial, and has an academic background from Davidson College. WestEnd Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process and is notable for its affiliation with Victory Capital and its role as a model provider managing significant assets across multiple wrap-fee programs.