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WestEnd Advisors, LLC is an institutional asset management firm headquartered in Charlotte, North Carolina. Founded in 1996, the firm specializes in managing U.S. large-cap core and U.S. large-cap growth equity portfolios, utilizing exclusively exchange-traded funds (ETFs). They cater to a diverse client base including major wirehouses, Registered Investment Advisors (RIAs), and independent broker-dealers, offering long-only, all-ETF strategies focused on providing consistent, risk-managed returns.
Serves as the central hub for all investment management, research, client relations, and operational activities of the firm.
Located in a modern office park, providing a professional and collaborative environment. Specific architectural details are not publicly highlighted, but the setting supports efficient operations.
The work culture at WestEnd Advisors emphasizes collaboration, analytical rigor, and a client-centric approach, fostering a professional environment dedicated to achieving investment objectives and maintaining a high level of service.
The Charlotte headquarters is pivotal for WestEnd Advisors, centralizing its specialized team and operations to effectively manage its ETF-based investment strategies and serve its national client base from a key financial center.
WestEnd Advisors primarily serves clients within the United States. While their investment strategies focus on U.S. large-cap equities, their operational presence and client base are predominantly domestic, supported from their Charlotte, NC headquarters. They do not have physical international offices.
9140 ArrowPoint Boulevard, Suite 250
Charlotte
NC
USA
No additional office locations available.
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As of April 2025, WestEnd Advisors' leadership includes:
WestEnd Advisors has been backed by several prominent investors over the years, including:
In the past 12 months, WestEnd Advisors announced significant leadership transitions, including the appointment of a new CEO and President from within the existing team, and former Co-CEOs moving to Executive Co-Chairmen roles. Additionally, three individuals were promoted to Partner, strengthening the firm's leadership. No executive departures from the firm have been publicly announced.
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WestEnd Advisors likely utilizes standard professional email formats for its employees. Common patterns include [first initial][last name]@domain.com or [first name].[last name]@domain.com. For example, jdoe@westendadvisors.com.
[firstinitial][lastname]@westendadvisors.com
Format
rpharr@westendadvisors.com
Example
75%
Success rate
westendadvisors.com • April 4, 2024
WestEnd Advisors announced significant leadership changes, effective April 1, 2024. Robert F. Pharr was named Chief Executive Officer, and Ned Durden was named President. Judd Crye and Eric Godes, CFA, transitioned from their roles as Co-CEOs to Executive Co-Chairmen....more
Money Life with Chuck Jaffe (via westendadvisors.com) • April 1, 2024
Ned Durden, President of WestEnd Advisors, joined Chuck Jaffe on the 'Money Life' show to discuss the current equity market outlook, investor sentiment, and the firm's ETF-based investment strategies....more
westendadvisors.com • May 16, 2023
WestEnd Advisors announced the promotion of Ned Durden, Allison K. Hill, CFA, and Hanson W. Wade, CFA to Partner, recognizing their significant contributions and commitment to the firm and its clients....more
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