Bertie Cayzer

Analyst-Equity at Wealth Enhancement Advisory Services LLC

Finance

Consumer Services

Profile

Mr. Herbert R.
Cayzer is a Senior Portfolio Manager at Wealth Enhancement Advisory Services LLC.
He is responsible for external manager research across both traditional and alternative investment strategies.
Mr. Cayzer was previously employed as a Research Analyst by North American Management Corp.
He received his BA degree from Boston University.

Bertie Cayzer active positions

Companies	Position	Start
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Analyst-Equity	01/04/2021

All active positions of Bertie Cayzer

Former positions of Bertie Cayzer

Companies	Position	End
North American Management Corp. North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices.	Analyst-Equity	01/04/2021

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Training of Bertie Cayzer

Boston University

Undergraduate Degree

Experiences
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Private companies

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Linked companies

Private companies	2
North American Management Corp. North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices.	Finance
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Finance