Boris Wessely Email & Phone Number
Director of Investments @ Strategic Financial Associates, LLC
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Boris Wessely Location
- Clarksburg, MD, US
Boris Wessely Work
- Director of Investments @ (May 2025 - Present)
- Senior Vice President and Senior Portfolio Manager @ (April 2025 - May 2025)
- Senior Vice President and Senior Portfolio Manager @ Sandy Spring Trust (October 2013 - April 2025)
- Vice President, Senior Investment Advisor @ (October 2010 - October 2013)
- Personal Wealth Advisor @ Self employed (April 2009 - October 2010)
- Chief Investment Consultant @ New Mexico Educational Retirement Board (January 2010 - April 2010)
- Senior Vice President and Chief Investment Officer @ (October 2006 - April 2009)
- Investment Consultant @ The Baltic American Partnership Fund (January 2003 - September 2006)
- Member - Finance Committee @ Trust for Civil Society in Central and Eastern Europe (January 2001 - September 2006)
- Treasurer and Chief Investment Officer @ (July 1999 - September 2006)
- Treasurer @ Charles E. Culpeper Foundation (October 1995 - June 1999)
- Commercial and Finance Manager @ (November 1992 - May 1995)
- Vice President @ California Urban Investments (January 1986 - January 1992)
Boris Wessely Education
- San Diego State University
Bachelor's degree (Finance)
1987-1989
Boris Wessely Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Bonds
- Capital Allocation
- Capital Markets
- Due Diligence
- Equities
- Equity Research
- Finance
- Financial Services
- Fixed Income
- Fund Of Funds
- Hedge Funds
- Investment Advisory
- Investment Management
- Investment Research
- Investment Strategies
- Investments
- Mutual Funds
- Options
- Pensions
- Portfolio Management
- Private Equity
- Risk Management
- Securities
- Trading
- Valuation
- Wealth Management
- Accounting
- Sales
- Microsoft Office
Boris Wessely Summary
- Boris Wessely, based in Clarksburg, MD, US, is currently a Director of Investments at Strategic Financial Associates, LLC. Boris Wessely brings experience from previous roles at Atlantic Union Bank, Sandy Spring Trust, PNC Wealth Management and Self employed. Boris Wessely holds a 1987 - 1989 Bachelor's degree in Finance @ San Diego State University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Bonds, Capital Allocation and more. Boris Wessely has 2 emails and 4 mobile phone numbers on RocketReach.
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Others Named Boris Wessely
Boris Wessely
Director of Investments
Clarksburg, MD, US
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