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Podcast

By MAXWELL L. ANDERSON

September 6, 2020

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For truth-telling in the world of finance, we turn to Lola C. West, co-founder and partner of WestFuller Advisors, a boutique investment advisory firm in New York City that builds legacies of wealth for individuals, families and institutions. A trustee of Souls Grown Deep Community Partnership and Foundation, she shares insights on the intersections among social change, culture, and finance, and the alleviation of poverty in the Deep South, and lets us into the rarefied world of investing—leavened with the determination of a woman seeking a more progressive America.\

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Copyright 2020 Maxwell Anderson

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Westfuller is an SEC registered investment adviser with a principal place of business located in New York, New York. Westfuller may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Westfuller will be initiated by a representative that is either registered, or qualifies for a corresponding exemption, in the state in which the client resides. For additional information pertaining to the registration status of Westfuller, please refer to the Investment Advisers Public Disclosure website at www.adviserinfo.sec.gov. A copy of the Westfuller current written disclosure brochure, as set forth on Part 2A Form ADV, discussing the firm’s business operations, services, and fees is available from Westfuller upon written request.