Mr. Francom, Senior Consulting Associate, joined Wurts & Associates in 2011. He is responsible for providing in-depth research, analysis, and consulting support to the Seattle-based consulting team. He works with defined benefit plans, defined contribution plans, endowments and foundations, providing asset allocation studies, spending policy analysis and specialized research projects.
Mr. Francom has over 15 years of institutional investment management experience in various roles as both an equity analyst and a portfolio manager. Prior to joining Wurts & Associates, Mr. Francom was a Senior Equity Analyst & Co-Portfolio Manager with Safeco Insurance and later held a similar role with a startup investment management boutique. He began his investment career at First Interstate Bank (now Wells Fargo) as an equity research analyst.
Mr. Francom graduated from the University of Washington with a Bachelors of Arts degree in Business Administration with an emphasis in Finance. He holds the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation, and is a member of the CFA Institute and the CFA Society of Seattle.