JS
Jonathan Stirling
Investment Advisor at Westwind Capital
View Jonathan's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Investment Advisor
Mar 2021 - Present · 3 years and 9 months
Associate Wealth Management Advisor
2018 - Mar 2021 · 3 years and 2 months
Option One LLC
Director Of Trade Operations - Trader
Dec 2010 - Feb 2018 · 7 years and 2 months
Company Details
11-50 Employees
Westwind Capital is an investment manager and wealth advisory firm located in Las Cruces, NM and Denver, CO. Our legacy began in 1993 when Lord Spence & Associates was formed. The founders decided to break free from the institutional imperative; their mission was to place their clients’ interest first instead of letting a large wire house dictate what their clients should invest in. In the early 2000s, the firm became Spence Asset Management and transitioned to a fee only advisory firm. Today, as Westwind Capital, we service clients in 40 states and continue to champion the same independent and autonomous thinking as our founders, keeping our clients’ best interests top of mind. Our culture continues to be characterized by significant co-investment in firm strategies and a long history of continuity in investment team, advisors and operations personnel. The success of Westwind Capital is directly related to the relationships we have established with our clients. In 2012, the company founded the Westwind Capital Foundation. The employees of Westwind Capital wish to continue to share that success by giving back to community members and organizations in communities we serve through our foundation. Westwind Capital donates a portion of its annual management fees to the foundation, in addition to individual contributions from employees.
Year Founded
1992
Social Media
Linkedin
Industry
Investment Management
HQ Location
3529 Foothills Rd Las Cruces, New Mexico 88011, US
Keywords
Investment ManagementAsset ManagementRegistered Investment AdvisorInvestmentsFinancial Planningand Financial Planning
Discover More About Cleveland Clinic

Find verified contacts of Jonathan Stirling in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.