Our Team
Our team is experienced and passionate about giving our clients the best experience possible. We’re a boutique group, which gives us the unique advantage of being nimble, responsive, and decisive.
“They have a wonderful team together. Not a big group, but they are very, very dynamic and very good at what they do.”
— Julia J. and Kirk. K.
WestEnd Capital Management clients
Chief Investment Officer, Portfolio Manager, Partner
gbolton@wcmsf.com
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.
“George Bolton is one of the more passionate investors and analyzers of stocks I’ve ever known. His number 1 passion/focus is picking stocks and winners. It’s what he wakes up in the morning thinking about.”
- David P.
WestEnd Capital Management client
George B. Bolton
Chief Financial Officer, Chief Compliance Officer, Partner
gelliman@wcmsf.com
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.
George T. Elliman
Chief Financial Planning Officer, Portfolio Manager, Partner
gozag@wcmsf.com
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.
Gus Ozag
Client Services & Operations Manager
jwest@wcmsf.com
Jacey is a licensed financial professional who is eager to contribute to team success through hard work and providing a great client experience.
She has been working in the financial industry for several years. Prior to joining the team at WestEnd, Jacey worked at Charles Schwab where she obtained her Series 7 and Series 66 Licenses. She provided individualized service for over 400 clients and supported multiple senior advisors.
She grew up in a small town in Northern California and is currently working out of the Greater Reno, NV area. She can assist you in your operational requests such as money movement transactions, updating beneficiaries and any account maintenance you may need.
Jacey West
Senior Equity Analyst
amogharabi@wcmsf.com
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.
