JOHN WEST, CFA
Associate Director
Marketing & Affiliate Relations

John West is responsible for external communication of the firm’s primary investment strategies and portfolio management processes. In this role, he actively participates in quantitative analysis, product development, and topical studies with the research team. John additionally interfaces with selected affiliates in support of their marketing and sales activities. He also assists in marketing Research Affiliates® products to the investment consultant and plan sponsor communities.

Previously, John was Vice President Research and Senior Consultant at Wurts & Associates, an institutional consultant on the West Coast. At Wurts, he managed the firm’s overall research effort including the development of capital market assumptions, new asset classes, alternative investments, effective portfolio processes, and spending policies. Much of his research was made available to interested parties in regularly published white papers. As Chair of the Research Committee, he was also responsible for providing strategic guidance to the firm’s Manager Research Group. John also served as the practice leader in foundation and endowment consulting services.

Mr. West graduated from the University of Arizona with a BS degree in Finance. He earned the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles.

RA Team

  Robert Arnott
  David Hennessy
  Jason Hsu
  Janine Nesbit
  Katrina Sherrerd

  Michael Bowers
  Stephen Brennan
  Doug Gratz
  Daniel Harkins
  Vitali Kalesnik
  Michael Larsen
  Feifei Li
  Shane Shepherd
  Vivek Viswanathan
  John West
  Julia Zhu