John West, CFA
John West, CFA
Partner, Executive Office, Head of Model Portfolios

John West is a member of the Executive Office and head of model portfolios at Research Affiliates, a global asset manager dedicated to profoundly impacting the global investment community through its insights and products. The firm creates investment strategies and tools based upon award-winning research and delivers these solutions in partnership with some of the world’s premier financial institutions. As the head of model portfolios, John works across the firm’s distribution, marketing, and investment management functions in the development and delivery of multi-asset solutions for financial advisors. 

Since joining the firm in 2006, he has led Distribution, Marketing, and Product Management. A frequent contributor to the firm’s publications, John regularly represents Research Affiliates’ insights and strategies to global investors and asset management partners. John is also a member of the Research Affiliates’ board of directors.

Previously, John was vice president of research and senior consultant at Wurts & Associates (now called Verus), a consulting firm on the West Coast for institutional investors. At Wurts, he managed the firm’s overall research effort. John also served as the practice leader in foundation and endowment consulting services.

John graduated from the University of Arizona with a BS in finance and has 23 years of investment industry experience. John holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County. He is also a co-author of The Fundamental Index: A Better Way to Invest (Wiley 2008).

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