Vice President, Private Wealth Management and a Member of the Investment Committee

Wesley joined First Long Island Investors in 2014.  He is a member of the Investment Committee and participates in the sub-committees for all of our in-house and multi-manager strategies.  His responsibilities include research and analysis of potential holdings as well as ongoing analysis of existing holdings and macro-economic trends.  He monitors earnings releases and other news related to holdings and outside managers.  The analytical approach and focus on topics including economics, portfolio management, and a wide range investment classes gained through becoming a CFA® charterholder has aided Wes in devising an approach to company and sector specific research, and a holistic view on portfolio management and asset allocation.

Wes is part of the client relationship team that examines a client’s allocation and makes recommendations for adjustment based on client needs as well as macro factors.  Wes 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.

Wes graduated Cum Laude from Lehigh University with a B.S. in Finance.  He is a CFA® charterholder and a member of the the CFA Society New York.  Wes enjoys the sport of basketball, both playing and as a spectator.

To contact Wes, please email him at wesley@fliinvestors.com.