Profile
Mr. Jacob Buchanan, CFA, is a Portfolio Manager at WestEnd Advisors LLC.
In addition to his portfolio management responsibilities, Jacob conducts macroeconomic and security research and analysis to support the management of all the investment strategies at WestEnd Advisors, a Victory Capital Investment Franchise.
He entered the financial services industry in 2016 and joined WestEnd Advisors in 2018.
Prior to joining WestEnd, he worked at Credit Suisse supporting the CFO of the firm’s securitized products division where he was responsible for internal financial analysis and forecasting.
Prior to that role, he served as an analyst supporting Credit Suisse’s Global Markets trading division, conducting expense and cost savings analysis.
He holds the Chartered Financial Analyst (CFA®) designation.
He is a graduate of the University of North Carolina at Chapel Hill, where he received his B.A.
in Economics and studied Statistics and Operations Research.
Jacob Buchanan active positions
| Companies | Position | Start |
|---|---|---|
WestEnd Advisors LLC
 WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Analyst-Equity | 31/12/2017 |
Former positions of Jacob Buchanan
| Companies | Position | End |
|---|---|---|
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Corporate Officer/Principal | 30/11/2017 |
Training of Jacob Buchanan
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
WestEnd Advisors LLC
WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Finance |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Finance |
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