Wesley Llado, CFA
Vice President, Private Wealth Management & Associate Director of Research, and a Member of FLI's 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 of investment classes gained through becoming a CFA® charter holder 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.