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About
Wes Strode, CFA, is a Portfolio Manager at Geneos Wealth Management Inc., based in Parker, Colorado, where he is responsible for portfolio design, construction, and management, as well as assisting advisors with portfolio selection and custom investment strategies. His core responsibilities include the management and oversight of Axiom strategist model portfolios, providing research, analysis, and supporting advisor practices with tailored investment solutions.
Strode’s investment expertise covers a broad range of asset classes and strategies, including equities, fixed income, and multi-asset portfolios, with a focus on designing diversified models that support both risk management and long-term growth. Throughout his career, he has held notable positions such as Senior Portfolio Manager at Advised Assets Group (a subsidiary of Great-West Life & Annuity), and as an Investment Analyst at Old Mutual Capital, where he honed skills in investment analysis and portfolio management across multiple market cycles.
Wes holds a Bachelor of Science in Business Administration from the University of Nebraska-Lincoln and a Master of Accounting and Financial Management from Keller Graduate School of Management, and earned the CFA designation in 2010. He is recognized within the industry for his experience in developing institutional-quality model portfolios and for providing research-driven support to financial advisors and clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Geneos Wealth Management | Portfolio Manager | Feb 2012 to Present | — |
| Advised Assets Group, LLC a subsidiary of Great West Life&Annuity Insurance Co | Senior Portfolio Manager | Aug 2011 to Feb 2012 | - Monitor and recommend allocation changes to asset classes, passive management, and underlying investments in target-risk and target-date portfolios. - Prepare investment reports including attributio... |
| Old Mutual Capital | Investment Analyst | Oct 2005 to Jul 2011 | • Develop and maintain investment portfolio analytics, performance attribution, benchmark comparisons, portfolio structure review and manager assessments including conducting portfolio reviews and mee... |
| State Street | Account Manager | May 2003 to Sep 2005 | • Supervised and completed reviews for 13 direct reports. • Oversaw the proper formulation of semi-annual and annual reporting to include financial statements, NSAR reporting, and reporting for portfo... |
| State Street | Senior Accountant | Mar 2001 to May 2003 | • Performed general ledger auditing, and consolidated financial statement preparation for internal/external auditors and clients as needed. • Provided accounting and financial markets training to new ... |
| State Street | Fund Accountant | May 1999 to Mar 2001 | • Provided portfolio accounting services, including working with the trial balance and general ledger, bank and foreign cash reconciliation, and preparation of financial statements for regulatory repo... |
Education
University of Nebraska-Lincoln
Bachelor of Science in Business Administration
1994 — 1999
Keller Graduate School of Management
Master of Accounting and Financial Management
Skills & Expertise
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