Assistant Vice President, Wealth Management, Member of the Investment Committee
Wesley joined First Long Island Investors in 2014. He is a member of the Investment Committee and participates in many of the strategy specific sub-committees. His responsibilities include research and analysis of potential holdings as well as ongoing analysis of existing holdings. He monitors earnings releases and other news related to holdings and outside managers. Wesley handles client specific trading needs and is part of the team responsible for trading within our in-house strategies. He also monitors all call positions for our in-house hedged growth strategy. Wesley graduated Cum Laude from Lehigh University with a B.S. in Finance. He has passed level three of the CFA program. Wesley enjoys the sport of basketball, both playing and as a spectator.
To contact Wesley, please email him at firstname.lastname@example.org.