Ms. Westreich, Senior Consultant, provides a broad range of investment consulting services to clients to assist them in reaching their long-term investment goals. Prior to joining Wurts & Associates in 2006, Ms. Westreich was a Portfolio Manager/Analyst at Provident Investment Counsel and an Analyst at Hughes Investment Management Company. Her 20 years of institutional investment management experience, analytical skill, and deep knowledge of financial markets help our clients meet the difficult challenges of developing and implementing an effective investment policy. Ms. Westreich’s background within a plan sponsor provides a level of understanding into our clients’ needs, while her portfolio management experience provides a unique perspective when analyzing investment managers. In addition to being a shareholder of the firm, she also contributes to our research effort as a member of the Research Advisory Committee.
Ms. Westreich received her Bachelor of Science degree in Finance from California State University Fullerton. She received the Chartered Financial Analyst (CFA) designation in 1995.