What Does WestEnd Advisors Do?

Total employees61
HeadquartersCharlotte
Founded1996

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.

Where Is WestEnd Advisors's Headquarters?

WestEnd Advisors officeWestEnd Advisors officeWestEnd Advisors officeWestEnd Advisors office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the central hub for all investment management, research, client relations, and operational activities of the firm.

Notable Features:

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.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: The headquarters likely reflects values of professionalism, precision, stability, and focused expertise, conducive to its role in institutional asset management and client trust.

Location:

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.

Street Address:

9140 ArrowPoint Boulevard, Suite 250

City:

Charlotte

State/Province:

NC

Country:

USA

Where Else Does WestEnd Advisors Operate Around the World?

No additional office locations available.

Buying Intent Signals for WestEnd Advisors

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading WestEnd Advisors? Meet the Executive Team

As of April 2025, WestEnd Advisors' leadership includes:

Robert F. Pharr - Chief Executive Officer
Ned Durden - President
Judd Crye - Executive Co-Chairman
Eric Godes, CFA - Executive Co-Chairman
Michael Goldman, CFA - Partner & Portfolio Manager
Allison K. Hill, CFA - Partner & Director of Marketing and Client Service
Hanson W. Wade, CFA - Partner & Portfolio Manager

Who's Investing in WestEnd Advisors?

WestEnd Advisors has been backed by several prominent investors over the years, including:

Privately Held / Partner-Owned

What Leadership Changes Has WestEnd Advisors Seen Recently?

Hire5
Exits0

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.

Departures

Judd Crye, Judd Crye transitioned from the role of Co-CEO to Executive Co-Chairman.
Eric Godes, CFA, Eric Godes, CFA transitioned from the role of Co-CEO to Executive Co-Chairman.

New Appointments:

Robert F. Pharr, Robert F. Pharr appointed as new Chief Executive Officer.
Ned Durden, Ned Durden appointed as new President.
Allison K. Hill, CFA, Allison K. Hill, CFA promoted to Partner.
Hanson W. Wade, CFA, Hanson W. Wade, CFA promoted to Partner.
Ned Durden, Ned Durden promoted to Partner.

What Technology (Tech Stack) Is Used byWestEnd Advisors?

Discover the tools WestEnd Advisors uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

WestEnd Advisors Email Formats and Examples

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

What's the Latest News About WestEnd Advisors?

westendadvisors.com • April 4, 2024

WestEnd Advisors Announces Key Leadership Transitions

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

WestEnd Advisors’ Ned Durden Discusses Equity Market Outlook in Money Life Interview

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 Promotes Three to Partner

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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