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Patrick W
Series 65
Winchester, VA
Westbourne Investments, Inc.
Patrick Walsh is a financial advisor at Westbourne Investments, Inc. in Winchester, VA, holding a Series 65 designation with nine years of industry experience. He has been with Westbourne Investments since 2012. Outside of his advisory role, Walsh is an owner of IAS LLC, a company that provides back-office support including accounting and compliance services to various firms. Westbourne Investments, Inc. provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension/profit-sharing plans, and institutions. The firm employs a combination of top-down macro analysis and bottom-up security selection, utilizing diversified ETF portfolios, individually selected stocks and bonds, and advanced options strategies as part of its investment approach.
Aditya B
Series 66
Alexandria, VA
Westbourne Investments, Inc.
Aditya Bhatnagar is a financial advisor at Westbourne Investments, Inc. in Fairfax, VA, with 16 years of industry experience. He holds a Series 66 designation and has been with Westbourne since 2016 following a brief tenure at CenturyLink. Outside of his advisory role, he participates in career mentoring through the University of Maryland Alumni Advisor Network. Westbourne Investments provides investment management and financial planning services to individuals, pension and profit-sharing plans, and institutions. The firm manages discretionary equity, fixed-income, and ETF portfolios, employing a combination of top-down macro analysis and bottom-up security selection, including the use of options strategies within defined risk parameters.
Henry P
Series 65
Arvada, CO
Westbourne Investments, Inc.
Henry Pramov is a financial advisor with Westbourne Investments, Inc., holding a Series 65 credential and 15 years of industry experience. He has been with Westbourne Investments since 2012 and concurrently works as a Senior Account Executive at SAP Americas, Inc., a software company specializing in enterprise cloud procurement solutions. Westbourne Investments offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension/profit-sharing plans, and institutions, using a combination of top-down macro analysis and bottom-up security selection. The firm employs diversified ETF portfolios, individually selected stocks and bonds, and advanced options strategies, supported by a daily monitoring and investment committee review process.
Michael D
Series 63, Series 65
Keswick, VA
Westbourne Investments, Inc.
Michael Delcolliano is a financial advisor at Westbourne Investments, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westbourne Investments since 2010. Westbourne Investments provides investment management and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutions. The firm manages discretionary equity, fixed-income, and ETF portfolios, incorporating options strategies within approved risk levels and combines top-down macro analysis with bottom-up security selection.
Robert L
CFA®
Alexandria, VA
Westbourne Investments, Inc.
Robert Long is a CFA® charterholder with over a decade of industry experience. He is currently with Westbourne Investments, Inc. and also serves as managing partner and investment committee member at GarMark Partners, a private debt investment fund. Westbourne Investments provides investment management and financial planning services to individuals, pension plans, and institutions. The firm combines top-down macro analysis with bottom-up security selection and incorporates options strategies within defined risk parameters.
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