
Wes Strode
Senior Portfolio Manager
Wes Strode, CFA®, Senior Portfolio ManagerAs the Senior Portfolio Manager, Wes is responsible for the management and oversight of all Axiom strategist model portfolios, including model design, construction and management of all Portfolio Design Advisor (PDA) strategies. Wes also assists financial advisors with portfolio selection and custom research and analysis.Wes has a master’s in financial management and has held investment analysis, management, and other positions at several financial services firms including State Street Bank &Trust and Old Mutual Capital. Wes received his CFA® Charter in 2010.