Wesly Pate, CFA

Portfolio Strategy Team

Portfolio Manager, 11 years of experience

Wesly joined IR+M in 2011 as a Municipal Credit Analyst. In 2013, he was promoted to Senior Research Analyst where he analyzed municipal securities to determine credit worthiness and evaluate relative value across municipal sectors. In 2017, Wesly was promoted to Portfolio Manager, contributing to the investment decision-making process.

Prior to joining IR+M, Wesly worked as an Equity Analyst with Eastern Investment Advisors where he recommended securities for placement across large cap equity strategies in the financial and consumer staples sectors. In this role, he built and maintained quantitative models across sectors for security screening.

Wesly has a Bachelors in Finance from Georgia State University (2006) and an MBA from the Boston University School of Management (2016).

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