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Andy Wester
Analyst-Equity at Proficio Capital Partners LLC
Profile
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.
Andy Wester active positions
Companies | Position | Start |
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Proficio Capital Partners LLC
![]() Proficio Capital Partners LLC Investment ManagersFinance Proficio Capital Partners LLC (Proficio) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newton, Massachusetts. The firm was founded by Matthew Wosk and Robert Haber in 2014. Proficio provides discretionary investment advisory services to high-net-worth individuals and their families and to the advisor of privately placed, insurance dedicated, funds that only market to high-net worth clients. The firm also provides advice as a sub-adviser to a Canadian investment adviser as an unregistered foreign adviser in Ontario. | Analyst-Equity | 01/12/2014 |
Training of Andy Wester
The Isenberg School of Management | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 1 |
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Proficio Capital Partners LLC
![]() Proficio Capital Partners LLC Investment ManagersFinance Proficio Capital Partners LLC (Proficio) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newton, Massachusetts. The firm was founded by Matthew Wosk and Robert Haber in 2014. Proficio provides discretionary investment advisory services to high-net-worth individuals and their families and to the advisor of privately placed, insurance dedicated, funds that only market to high-net worth clients. The firm also provides advice as a sub-adviser to a Canadian investment adviser as an unregistered foreign adviser in Ontario. | Finance |
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