Kate B

Kate B is a Junior Portfolio Manager at WestEnd Capital Management, LLC in Santa Monica, CA, where she actively supports portfolio construction, investment analysis, and client servicing for a boutique team serving high-net-worth individuals. She specializes in managing diversified portfolios, with emphasis on public equities and fixed income investments, aligning with the firm's client-centric approach and rigorous research standards.

Her sector focus includes U.S. public equities and investment-grade fixed income securities, utilizing both fundamental and quantitative research techniques to generate risk-adjusted returns for client portfolios. Kate leverages her extensive analytical experience from prior roles in research and private wealth management, contributing actionable insights in asset allocation and security selection.

Kate began her career as an analyst at Morgan Stanley Private Wealth Management before joining WestEnd Capital Management as a Research Associate and Analyst, progressing to her current role. She holds a BA in Economics from UCLA and is a Level II Candidate at the CFA Institute, reflecting strong expertise in portfolio management, securities analysis, and financial modeling.