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
- 2025 -now Director of Investments @
- 2025 -2025 Senior Vice President and Senior Portfolio Manager @
- 2013 -2025 Senior Vice President and Senior Portfolio Manager @ Sandy Spring Trust
- 2010 -2013 Vice President, Senior Investment Advisor @
- 2009 -2010 Personal Wealth Advisor @ Self employed
- 2010 -2010 Chief Investment Consultant @ New Mexico Educational Retirement Board
- 2006 -2009 Senior Vice President and Chief Investment Officer @
- 2003 -2006 Investment Consultant @ The Baltic American Partnership Fund
- 2001 -2006 Member - Finance Committee @ Trust for Civil Society in Central and Eastern Europe
- 1999 -2006 Treasurer and Chief Investment Officer @
- 1995 -1999 Treasurer @ Charles E. Culpeper Foundation
- 1992 -1995 Commercial and Finance Manager @
- 1986 -1992 Vice President @ California Urban Investments
Boris Wessely Education
- San Diego State University
Bachelor's degree (Finance)
1987-1989
Boris Wessely Skills
- Capital Markets
- Securities
- Investment Advisory
- Options
- Alternative Investments
- Asset Allocation
- Risk Management
- Investment Strategies
- Portfolio Management
- Investments
- Equities
- Equity Research
- Trading
- Private Equity
- Fund Of Funds
- Due Diligence
- Mutual Funds
- Bonds
- Investment Management
- Hedge Funds
- Valuation
- Pensions
- Asset Management
- Finance
- Accounting
- Sales
- Microsoft Office
- Fixed Income
- Financial Services
- Wealth Management
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 Capital Markets, Securities, Investment Advisory, Options, Alternative Investments and more. Boris Wessely has 2 emails and 4 mobile phone numbers on RocketReach.
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