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James H
CFA®
Amherst, MA
West Branch Capital LLC
James Ho is a CFA® charterholder with 22 years of industry experience. He has been with West Branch Capital LLC since 2009. West Branch Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, while maintaining flexibility for active trading as needed.
Ian M
Series 63, Series 65
Amherst, MA
West Branch Capital LLC
Ian Mahmud is a financial advisor at West Branch Capital LLC with 12 years of industry experience. His prior work includes roles at Centerview Partners LLC, Credit Suisse Securities (USA) LLC, MIT Sloan, UBS Securities LLC, and Barclays Capital. West Branch Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, while maintaining flexibility for active trading and portfolio rebalancing.
Ayaz M
Series 63, Series 65, Series 66
Amherst, MA
West Branch Capital LLC
Ayaz Mahmud is a financial advisor at West Branch Capital LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations and has been with West Branch Capital since 2004. West Branch Capital provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, with flexibility for active trading and risk management strategies.
Anne C
Series 66
Amherst, MA
West Branch Capital LLC
Anne Christopulos is a financial advisor at West Branch Capital LLC with 22 years of industry experience. She holds the Series 66 designation and has been with West Branch Capital since 2016, following nine years at Davis Financial Services, LLC. West Branch Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis while maintaining flexibility for active trading as needed.
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