Westin McEntire

Partner & Director of Investments @Venturi Private Wealth

Austin, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2018 — Present

Partner & Director of Investments @Venturi Private Wealth

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Austin, TX, US

Partner and Director of Investments at Venturi Wealth Management. As a member of the Investment Committee, I\'m responsible for portfolio management, investment strategy and outlook, manager selection and due diligence, and asset allocation decisions across public and private investments. Focused on developing and managing tailored investment strategies for clients and ensuring proper alignment with our client\'s investment goals.

EDUCATION

2004 — 2008

TCU Neeley School of Business

BBA, Finance, Accounting

SKILLS

Financial AnalysisInvestmentsFinancial ModelingInvestor RelationsBloomberg TerminalFinancePortfolio ManagementTradingWealth Management

ABOUT WESTIN MCENTIRE

Significant wealth is different – in both its opportunities and challenges. We are…

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