Westin McEntire

Gestionnaire de Portefeuille-Actions chez Venturi Wealth Management LLC

Profil

Mr. John W.
McEntire, CFA, is a Senior Portfolio Manager at Venturi Wealth Management LLC.
He focuses on developing and managing tailored investment strategies for clients and ensuring proper alignment with client’s wealth management goals.
Additionally, as a member of Venturi’s Investment Team he is responsible for helping formulate Venturi’s asset allocations, investment outlook, and market views.
Previously, he spent 10 years as a Vice President at JPMorgan both in New York and Austin in a variety of investment roles.
Most recently, Mr. McEntire was an Investment Specialist with JPM’s Private Bank where he was responsible for the portfolio construction and management of investment portfolios and providing clients with advice and execution across global markets.
Additionally, he held roles as an Investment Research Strategist and also in the Investor Relations group.
His primary role was to help manage the firm’s earnings related dialogue with its largest investors as well as the sell research analyst community.
Mr. McEntire holds a Bachelor of Business Administration in Finance & Accounting from Texas Christian University.
He is a Chartered Financial Analyst charter holder.

Postes actifs de Westin McEntire

Sociétés	Poste	Début
Venturi Wealth Management LLC	Gestionnaire de Portefeuille-Actions	01/06/2018
Venturi Investment Partners	Analyste en capital-investissement	-

Formation de Westin McEntire

Texas Christian University

Undergraduate Degree