Nimble, Responsive, Decisive
We’re passionate about giving our clients the best experience possible.
George Bolton has worked in financial services for more than 35 years. Beginning his career at Alex Brown & Sons in Baltimore, he relocated to San Francisco in 1987 after the firm won the IPO business for Microsoft and Oracle and needed someone to lead the institutional equity sales team. While leading institutional equity sales on the West Coast, George also successfully ran separately managed accounts for high-net-worth individuals and generated notable returns well in excess of leading industry indexes.
Under George's leadership, sales jumped ten-fold from 1987 to 1990. In 1989 he was named a Principal and in 1991 became Alex Brown's youngest Managing Partner. In 2004, George left DB Alex Brown to become a Partner and Chief Investment Officer at WestEnd Capital Management, bringing his own assets and many of his high-net-worth clients to WestEnd. He continues to deliver notable returns to our clients.
George earned a Bachelor of Arts degree in Economics from the University of Virginia. He has three sons and lives in Florida with his wife Leia and their dog, Tuxedo.
Gus is a founder of WestEnd Capital Management and a big believer in regular and ongoing client communication: "Frequent feedback from our clients is the best way to monitor our performance, bottom line.”
With more than 30 years of financial planning experience, Gus Ozag is a certified financial planner (CFP), chartered financial consultant (ChFC) and chartered life underwriter (CLU). He assists WestEnd Capital Management clients in coordinating the management of their assets with comprehensive financial planning including risk management, as well as estate, retirement, investment and tax planning. His services are available to all our clients at no additional charge.
Gus received his Bachelor of Arts in Philosophy from California State University, Northridge. He lives in London with his wife, son and daughter and regularly commutes to the U.S. for client meetings.
George Elliman brings more than 30 years of marketing and business development to WestEnd Capital Management. He joined the firm in 2006 and has the unique vantage point of being George Bolton's client since 1997, and a WestEnd client two years prior to joining the firm.
“As a client, it was a great feeling knowing my investment management company was taking its own advice and investing along with me. At WestEnd, we share the same risks and rewards as our clients. I ask people, does your current financial advisor have the same incentive to watch your portfolio?”
Prior to WestEnd, George served in a variety of marketing and business development roles at Gemini Consulting (serving the Fortune 100), Compaq Computer Corporation, Vignette Corporation, Door Number 3 Advertising, and TBridge Ventures, Inc.
George holds a BA degree in Political Science from Middlebury College and an MBA from the Darden Graduate School of Business at the University of Virginia. He lives in Austin, Texas with his dog, Logan, and travels regularly to visit clients nationwide.
Ali Mogharabi brings a wealth of financial expertise to our team. As a Senior Equity Analyst for WestEnd, he specializes in navigating complex market dynamics, analyzing investment opportunities, and optimizing financial strategies for our clients. Prior to that, he was on the sell-side as a senior equity analyst with Morningstar for nearly eight years where he covered Internet and software companies.
Mogharabi’s commitment to excellence extends beyond numbers. He dives deep into company financials, industry trends, and market data to provide actionable insights for our clients’ equity portfolios.
His previous experience includes roles as a senior equity analyst for B. Riley & Co., associate analyst for Roth Capital Partners, sales consultant for Oracle, and business development consultant for Aerospike.
He holds a bachelor’s degree in economics from the University of California, San Diego; a master’s degree in business administration from University of California, Irvine; and a master’s degree in applied economics from the University of Michigan.
Jacey is the Client Services and Operations Manager at WestEnd, where she oversees client service and operational functions to ensure a seamless and high-quality client experience. She plays a key role in coordinating client needs, managing account activity, and supporting the firm’s continued growth. She is known for her responsiveness, attention to detail, and commitment to delivering exceptional client service.
She has been working in the financial industry for several years. Prior to joining WestEnd, Jacey worked at Charles Schwab where she obtained her Series 7 and Series 66 licenses and supported high-net-worth clients while working alongside multiple senior advisors.
Jacey grew up in a small town in Northern California and is currently based in the Greater Reno, NV area. She supports clients with a wide range of account and operational needs.
Ana is WestEnd’s Client Service Specialist and supports the firm’s client service and operational functions. She assists with account maintenance, transfers, onboarding, and day-to-day client requests to help ensure a smooth and efficient client experience. She thrives in collaborative environments and is known for her strong organization, follow-through, and client-focused approach.
Prior to joining WestEnd, Ana worked as a Trust Officer at Sequent, where she provided client support across account administration, distributions, and ongoing servicing.
Ana resides in Reno, Nevada with her husband and is fluent in Spanish.
“They have a wonderful team together. Very dynamic and very good at what they do.”
Julia J. and Kirk. K.
WESTEND CAPITAL MANAGEMENT CLIENT
