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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.