Charles Thies
Mitglied des Investmentausschusses bei WestEnd Advisors LLC
Profil
Mr. Charles Thies is Portfolio Specialist at WestEnd Advisors LLC.
He joined WestEnd Advisors in 2016.
As a Director and Portfolio Specialist, he is a participant on the firm’s Investment Committee and has responsibility for compiling and disseminating the firm’s investment views.
He entered the financial services industry in 1995.
Prior to joining WestEnd Advisors, he founded Pergola Capital, LLC in 2014, serving as portfolio manager for a risk parity-based hedge fund.
From 2002 to 2013, he held various investment research and communications roles with Fisher Investments, most recently as a Senior Capital Markets Analyst performing a range of economic and market research supporting the firm’s top-down investment process.
Prior to that, he performed equity research for Salomon Smith Barney, from 2000 to 2001, and for a boutique investment management firm in Atlanta from 1996 to 1999.
He is a graduate of the University of Virginia, where he received his B.S.
in Commerce (Finance) from the McIntire School of Commerce and a B.A.
in Philosophy.
Aktive Positionen von Charles Thies
| Unternehmen | Position | Beginn |
|---|---|---|
WestEnd Advisors LLC
 WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Mitglied des Investmentausschusses | 01.01.2016 |
Ehemalige bekannte Positionen von Charles Thies
| Unternehmen | Position | Ende |
|---|---|---|
| Smith Barney Asset Management | Corporate Officer/Principal | - |
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Corporate Officer/Principal | - |
Ausbildung von Charles Thies
| University of Virginia | Undergraduate Degree |
| McIntire School of Commerce | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
WestEnd Advisors LLC
WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Finance |
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Finance |
| Smith Barney Asset Management | Finance |
