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Stephen W

Series 63, Series 65

San Diego, CA

FSAQ Capital Management LLC

Stephen Westwood is a financial advisor at Pacific Spirit Investments LP with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at William Oneil/Oneil Capital Management from 2015 to 2019 before joining FSAQ Capital Management LLC. Pacific Spirit Investments provides discretionary investment management and portfolio construction for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a bottom-up quantitative stock-selection and portfolio-construction process across traditional and alternative asset classes, emphasizing systematic analysis and centralized trade execution.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
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