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    Fritz Porter

    CIO at WestEnd Advisors

    Fritz Porter is the Chief Investment Officer and Portfolio Manager at WestEnd Advisors, a Victory Capital Investment Franchise.12 He brings extensive experience and expertise to his role in the investment management industry.

    Professional Background

    Fritz Porter entered the financial services industry in 1999 and joined WestEnd Advisors in 2008.2 Prior to his current position, he held asset management and investment banking positions at notable firms:

    • Wachovia Securities
    • U.S. Trust
    • State Street Global Advisors2

    Responsibilities at WestEnd Advisors

    As Chief Investment Officer and Portfolio Manager, Fritz Porter's key responsibilities include:

    • Leading the firm's research meetings
    • Conducting macroeconomic, sector, and security analysis
    • Managing investment strategies12

    Education and Qualifications

    Fritz Porter has a strong educational background in finance:

    • Bachelor's degree from Davidson College
    • MBA from Duke University's Fuqua School of Business2

    Additionally, he holds the Chartered Financial Analyst (CFA) designation, demonstrating his expertise in investment analysis and portfolio management.2

    Professional Network

    Fritz Porter is based in Charlotte, North Carolina, and has a significant presence in the financial industry. His LinkedIn profile shows he has 526 followers and over 500 connections3, indicating a robust professional network in the field.

    At WestEnd Advisors, Fritz Porter plays a crucial role in shaping the firm's investment strategies and outlook, leveraging his extensive experience and education in the financial services sector.

    Related Questions

    What are Fritz Porter's key achievements at WestEnd Advisors?
    How does Fritz Porter's investment philosophy differ from others at WestEnd Advisors?
    What specific macroeconomic data series does Fritz Porter analyze?
    How has Fritz Porter's career progression influenced his investment strategies?
    What are some notable investment strategies Fritz Porter has led at WestEnd Advisors?
    Fritz Porter
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    Location

    Charlotte, North Carolina, United States