JOHN WEST, CFA
Director, Product Specialist

John West is responsible for external communication of the firm’s global tactical asset allocation strategy and managing the firm’s direct relationships with large U.S. plan sponsors and investment consultants.

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 class opinions, alternative investments, portfolio processes, and spending policies. 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.

John graduated from the University of Arizona with a BS degree in finance. He is a member of the CFA Society of Los Angeles. He is also a co-author of The Fundamental Index: A Better Way to Invest (Wiley 2008) and currently serves on the University of Arizona Investment Committee.

RA Team

  Robert Arnott
  Jason Hsu
  Katrina Sherrerd

  Michael Bowers
  Christopher Brightman
  Joel Chernoff
  Doug Gratz
  Daniel Harkins
  David Hennessy
  Vitali Kalesnik
  Jason Kuan
  Dale Kurtz
  Michael Larsen
  George Leftwich
  Feifei Li
  Jennifer Macha
  Max Moroz
  Shane Shepherd
  Vivek Viswanathan
  John West
  Jeff Wilson