Brent Armstrong

Analyst-Equity chez Weatherly Asset Management LP

Profil

Mr. Brenton B.
Armstrong is a Wealth Management Advisor & Partner at Weatherly Asset Management LP.
He has been a part of the Weatherly crew since 2007 and became a Partner in 2015.
He looks forward to continuing the high level of service and sophistication clients have come to expect.
He works closely with both current and prospective clients to best understand their financial situation, goals and concerns, in order to address those needs through creating financial plans and implementing investment recommendations.
He is a key member of the investment committee and applies his security research to construct both new accounts and rebalance client managed accounts.
As one of the main traders at WAM, he works in tandem with the other Partners to ensure all accounts have the appropriate asset allocation mix for the client’s particular situation.
He also monitors the performance of managed accounts and maintains the composite performance for the firm.
Mr. Armstrong was employed by Newport Beach LLC.
He received his Bachelor of Science degree in Business Administration, with an emphasis in Financial Services from San Diego State University.

Postes actifs de Brent Armstrong

Sociétés	Poste	Début
Weatherly Asset Management LP	Analyst-Equity	01/01/2007

Anciens postes connus de Brent Armstrong

Sociétés	Poste	Fin
Newport Beach LLC	Corporate Officer/Principal	31/03/2010

Formation de Brent Armstrong

San Diego State University

Undergraduate Degree