Charles Thies

Investment Committee Member at

WestEnd Advisors LLC

Finance

Consumer Services

Profile

Mr. Charles Thies is a Head of Marketing at WestEnd Advisors LLC.
He joined WestEnd Advisors in 2016.
As a Director and Portfolio Specialist, he is a participant on the firm’s Investment Committee and has responsibility for compiling and disseminating the firm’s investment views.
He entered the financial services industry in 1995.
Prior to joining WestEnd Advisors, he founded Pergola Capital, LLC in 2014, serving as portfolio manager for a risk parity-based hedge fund.
From 2002 to 2013, he held various investment research and communications roles with Fisher Investments, most recently as a Senior Capital Markets Analyst performing a range of economic and market research supporting the firm’s top-down investment process.
Prior to that, he performed equity research for Salomon Smith Barney, from 2000 to 2001, and for a boutique investment management firm in Atlanta from 1996 to 1999.
He is a graduate of the University of Virginia, where he received his B.S.
in Commerce (Finance) from the McIntire School of Commerce and a B.A. in Philosophy.

Charles Thies active positions

Companies	Position	Start
WestEnd Advisors LLC WestEnd Advisors LLC Investment ManagersFinance WestEnd implements a sector-driven macroeconomic approach. The firm’s Exchange Traded Fund (ETF) portfolios are typically invested in four to six US equity sectors at any given time, and their evolving outlook provides a guidepost amid short-term volatility and shifts in market sentiment.	Investment Committee Member	01/01/2016

All active positions of Charles Thies

Former positions of Charles Thies

Companies	Position	End
Smith Barney Asset Management Smith Barney Asset Management Investment ManagersFinance Provides investment services	Corporate Officer/Principal	-
Fisher Asset Management LLC Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy.	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Fisher Asset Management LLC Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy.	Finance
WestEnd Advisors LLC WestEnd Advisors LLC Investment ManagersFinance WestEnd implements a sector-driven macroeconomic approach. The firm’s Exchange Traded Fund (ETF) portfolios are typically invested in four to six US equity sectors at any given time, and their evolving outlook provides a guidepost amid short-term volatility and shifts in market sentiment.	Finance
Smith Barney Asset Management Smith Barney Asset Management Investment ManagersFinance Provides investment services	Finance
University of Virginia University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
McIntire School of Commerce McIntire School of Commerce Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services