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Jacey W

Series 66

Sausalito, CA

Westend Capital Management, LLC.

Jacey West is a financial advisor at Westend Capital Management, LLC. with six years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab Bank, Charles Schwab, and Cornerstone Retirement Group, Inc. Westend Capital Management provides discretionary portfolio management to accredited investors through a privately offered pooled vehicle and serves individuals and trusts with separately managed accounts, offering optional financial planning services at no additional charge. The firm employs a long/short, opportunistic equity strategy in its private fund and offers core growth, equity income, or custom mandate portfolios for separate account clients.

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing Private / alternative investments Founder/Business Owner
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Gustave O

CFP®, ChFC®, Series 63

San Rafael, CA

Westend Capital Management, LLC.

Gustave Ozag is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) with 17 years of industry experience. He has been with WestEnd Capital Management, LLC since 2002 and also works as an independent insurance agent with Financial Systems, offering life, health, and disability insurance. He serves as WestEnd's Chief Financial Planning Officer. WestEnd Capital Management provides discretionary portfolio management to accredited investors, individuals, and trusts through a private fund and separately managed accounts. The firm employs a long/short, opportunistic equity strategy with the use of hedging, leverage, and derivatives, offering tailored investment mandates and optional financial planning services.

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing Private / alternative investments Founder/Business Owner
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George B

Series 63

Santa Monica, CA

Westend Capital Management, LLC.

George Bolton is a financial advisor at Westend Capital Management, LLC., holding a Series 63 designation with 17 years of industry experience. He has been with Westend Capital Management since 2004. Outside of his advisory role, he is the CEO of George Bolton Horses, a company involved in thoroughbred horse racing, breeding, and sales. Westend Capital Management serves individual and trust clients through separately managed accounts and a private pooled vehicle for accredited investors. The firm employs fundamental and technical research along with active portfolio management across multiple mandates, including long/short and hedging strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing Private / alternative investments Founder/Business Owner
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