Wesly Pate, CFA

Senior Portfolio Manager

16 years of experience

Wesly joined IR+M in January 2011 and was named Senior Portfolio Manager in 2022. In his role as a Senior Portfolio Manager, Wesly is focused on portfolio construction, sector analysis, and contributing to the investment decision-making process, specifically for private clients and taxable institutional portfolios.

Prior to joining IR+M, Wesly was an Equity Analyst at Eastern Investment Advisors.

Wesly has a BBA in Finance from Georgia State University, an MBA in Finance from the Boston University School of Management, and an MS in Accounting from the University of Massachusetts Amherst Isenberg School of Management.

Data provided as of January 2, 2024
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