Andy Wester

Andy Wester

Analyst-Equity presso Proficio Capital Partners LLC

Finance
Consumer Services

Profilo

Mr. Andrew Wester, CFA, is a Principal of Research at Proficio Capital Partners LLC.
In this role, he is responsible for Proficio’s investment analysis and due diligence efforts in the direct investments and public equity spaces.
He leads the quantitative portion of the team’s asset allocation process including building and optimizing Proficio’s model portfolio and proprietary asset allocation models.
In addition, he serves on the firm’s investment committee where he splits his time on both public and private investment solutions.
Prior to joining Proficio, Mr. Wester worked at State Street Bank during and after his undergraduate education where he spent time in the Global Services division servicing institutional investors.
He has extensive knowledge of a variety and diverse range of equity products, including, single stocks, ETFs, indexes, derivatives, prime brokerage, and capital market activities.
He holds the designation of Chartered Financial Analyst and is a member of the Boston CFA Society.
He holds a B.B.A.
in Accounting from the Isenberg School of Management at the University of Massachusetts, Amherst.

Posizioni attive di Andy Wester

SocietàPosizioneInizio
Analyst-Equity 01/12/2014
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Formazione di Andy Wester

The Isenberg School of Management Undergraduate Degree

Esperienze
Posizioni ricoperte

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Aziende private

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20

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2

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Donna

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Aziende private1

Finance

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