Wesly Pate, CFA

Portfolio Manager

Portfolio Manager, 13 years of experience

Wesly joined IR+M in 2011 and was promoted to Portfolio Manager in 2017. In his role as 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 from the Boston University School of Management, and an MSA from the University of Massachusetts Amherst.

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