Weston joined the firm’s Operations Team in July 2018. His primary role is to enhance the firm’s portfolio management system by processing security transactions, settling trades, reconciling client portfolios, processing billing and client reporting. He also provides valuable client service to meet the needs of our clients, advisors and custodians.
Weston is a native of Edina, MN and a graduate of Indiana University’s Kelley School of Business. Weston received his bachelor’s degree in Finance as well as Operations Management before joining the firm.
Weston enjoys spending time outdoors, cheering on his favorite sports teams and traveling.