Dave West, CFA

Posted on August 18, 2014

Author Name By AndCo

Dave West is a Senior Consultant at AndCo. He has over 32 years of financial industry experience. He provides all aspects of the Firm’s consulting services. Advising over $1 billion of institutional assets, his consulting experience encompasses work in both strategic and tactical asset allocation strategy, process development and oversight, and policy documentation for public and private pension, operating, and foundation clients.  He offers a well-grounded knowledge of practical LDI portfolio construction.

A founding member of the Firm’s Investment Policy Committee, Dave served as Chairman to the Committee and assisted in the development and establishment of the firm’s investment philosophy and consulting process. He brings diversity of experience encompassing a dual career path in institutional client consulting, and in portfolio management of institutional client assets as a former buy side investment manager.

Dave first started his career as an investment manager, his buy side portfolio management experience includes portfolio management under both equity and fixed income disciplines, as well as in strategic asset allocation management. Dave served as both co and lead portfolio manager on multiple mutual fund strategies earning coveted Morningstar rankings, as well as on separate account mandates for institutional clients across the country. His mutual fund experience includes several prospectus level fund formations, including originations and portfolio management of Fixed Income strategies, and of Target Date Fund strategies for Defined Contribution investment programs.

Dave is a frequent conference speaker and serves on the Advisory Board, and Education Committee for the Florida Public Pension Trustees Assoc.