![Charles Thies](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Charles Thies
Lid van de Investeringscommissie bij
WestEnd Advisors LLC
Profiel
Mr. Charles Thies is a Head of Marketing at WestEnd Advisors LLC.
He joined WestEnd Advisors in 2016.
As a Director and Portfolio Specialist, he is a participant on the firm’s Investment Committee and has responsibility for compiling and disseminating the firm’s investment views.
He entered the financial services industry in 1995.
Prior to joining WestEnd Advisors, he founded Pergola Capital, LLC in 2014, serving as portfolio manager for a risk parity-based hedge fund.
From 2002 to 2013, he held various investment research and communications roles with Fisher Investments, most recently as a Senior Capital Markets Analyst performing a range of economic and market research supporting the firm’s top-down investment process.
Prior to that, he performed equity research for Salomon Smith Barney, from 2000 to 2001, and for a boutique investment management firm in Atlanta from 1996 to 1999.
He is a graduate of the University of Virginia, where he received his B.S.
in Commerce (Finance) from the McIntire School of Commerce and a B.A. in Philosophy.
Actieve functies van Charles Thies
| Bedrijven | Functie | Begin |
|---|---|---|
WestEnd Advisors LLC
 WestEnd Advisors LLC Investment ManagersFinance WestEnd implements a sector-driven macroeconomic approach. The firm’s Exchange Traded Fund (ETF) portfolios are typically invested in four to six US equity sectors at any given time, and their evolving outlook provides a guidepost amid short-term volatility and shifts in market sentiment. | Lid van de Investeringscommissie | 01-01-2016 |
Eerdere bekende functies van Charles Thies
| Bedrijven | Functie | Einde |
|---|---|---|
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | - |
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy. | Corporate Officer/Principal | - |
Opleiding van Charles Thies
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
5
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy. | Finance |
WestEnd Advisors LLC
WestEnd Advisors LLC Investment ManagersFinance WestEnd implements a sector-driven macroeconomic approach. The firm’s Exchange Traded Fund (ETF) portfolios are typically invested in four to six US equity sectors at any given time, and their evolving outlook provides a guidepost amid short-term volatility and shifts in market sentiment. | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
McIntire School of Commerce
 McIntire School of Commerce Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
