Venturi Team Expanding: Introducing Mallory & Westin
Venturi is thrilled to announce we have added Mallory Sampson and Westin McEntire, bringing a combined 17 years of experience, to our team. Both are excited to begin meeting and assisting our clients.
Mallory Sampson is an Associate Advisor and Certified Financial Planner® (CFP®). Mallory helps clients by developing and implementing comprehensive financial strategies to address the complexities of first generation wealth creation.
Prior to joining Venturi, Mallory spent 7 years at Vanguard in Scottsdale, Arizona working as a Financial Advisor for high net worth clients. For the last two years, she specifically partnered with private, public, and family foundations. Mallory attended Boston University, where she earned her degrees in Economics and International Relations.
After spending time out of state, she is thrilled to be back in Texas and close to her hometown of San Antonio. When Mallory is not taking her English Bulldog, Hamilton, on short walks, she is generally attempting to exercise.
Westin McEntire is a Senior Portfolio Manager and Chartered Financial Analyst® (CFA®). Westin focuses on developing and managing tailored investment strategies for clients and ensuring proper alignment with client’s wealth management goals. Additionally, as a member of Venturi’s Investment Team he is responsible for helping formulate Venturi’s asset allocations, investment outlook, and market views.
Previously, Westin spent 10 years as a Vice President at JPMorgan both in New York and Austin in a variety of investment roles. Most recently he was an Investment Specialist with JPM’s Private Bank where he was responsible for the portfolio construction and management of investment portfolios and providing clients with advice and execution across global markets. Additionally, he held roles as an Investment Research Strategist and also in the Investor Relations group. His primary role was to help manage the firm’s earnings related dialogue with its largest investors as well as the sell research analyst community.
Westin holds a B.B.A. in Finance & Accounting from Texas Christian University. Westin and his wife, Amy, relocated to Austin in 2016 and recently had their first child, Wade, in June 2017. Westin enjoys competing in bike races as well as running, hiking, and being outdoors with his wife and young son.