J. Wesley Andrews, CFP®
Portfolio Manager, Chief Compliance Officer
Wes Andrews is a portfolio manager at Cardinal Capital. He performs research and analysis on individual equities and fixed income securities. Wes also assists clients with financial planning and wealth management services. As Cardinal Capital’s chief compliance officer, Wes is responsible for maintenance, monitoring and enhancement of the firm’s compliance program.
Prior to joining Cardinal, Wes was a vice president in the capital markets division at Lehman Brothers where he was involved with the execution of hybrid debt and convertible securities transactions. Before Lehman, Wes was a vice president in Citigroup’s Structured Finance Group. Wes began his career in corporate finance as an associate in the telecom, media and technology investment banking group at UBS Warburg.
Wes earned an M.B.A. from Georgetown University, a J.D. from the University of Miami, and a B.A. from Hampden-Sydney College. He is FINRA series 65 licensed and a former member of the Florida Bar and United States District Court for the Southern District of Florida. Wes is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
I enjoy working with the valuation model that often times nominates companies that we may have never heard of but meet our investment criteria. It’s fun to not only research the companies for investment but to inform clients about the individual companies they own so that they can understand and participate in the success of their holdings.
