Mr. Cole has 35 years of experience in asset management, where he spent the majority of his time at Equinox Capital Management, LLC and most recently as head of operations for Alternative Capital Advisors. As a founding member of Equinox, he played an integral role in its development and growth, with assets...

Brigette Lumpkins is a Client Portfolio Manager at Bivium Westfuller. She is a strategic business development executive with a successful 25-year track record of growing top line revenue by enhancing existing relationships and new business acquisition. Brigette has covered both institutional and private clients, addressing complex investment management challenges through a creative and collaborative approach. […]

Ellen is responsible for portfolio research and implementation of mission-aligned investment solutions in high net worth and institutional portfolios. Previously, Ellen was a Vice President and Investment Strategist at Neuberger Berman where she advised private clients and institutions on the...

Heng Yang is Vice President at Westfuller Advisors. His work includes enhancing ESG integration across client portfolios by strengthening and deepening ESG analytics and tools that support investment decisions. He is also responsible for client performance reporting and ongoing portfolio monitoring. Previously, he was Director of Investment Analytics at Cornerstone Capital Group. He was responsible […]

Kara is a principal with Westfuller, focusing on financial planning for the firm’s comprehensive, mission-aligned wealth and investment advisory services. Kara is a global citizen who started her career in financial services at Citibank followed by leadership roles at Accenture, where she...

Kreg joined Westfuller in 2023 and is a member of our investment committee which is responsible for portfolio strategy and implementation of mission-aligned investment solutions in high net worth and institutional portfolios. This role includes sourcing and conducting due diligence on investments across asset classes for ESG and Impact portfolios, including asset managers and private […]

Leidy oversees the structural expansion of the organization at Westfuller. At Lloyds Bank Corporate Markets, she supported the CEO and Senior Leadership Team. She was a part of the Diversity, Equity & Inclusion division and implemented new programs and initiatives within the North America office. Prior to that role she held positions at Allen & […]

Michael Dziura serves as Chief Compliance Officer for Westfuller. Michael has six years of investment compliance experience working with registered investment advisors and registered investment companies on all aspects of compliance, including policies and procedures, risk assessments, SEC and state regulatory interpretations, and compliance reviews.   He holds the Investment Advisor Certified Compliance Professional (IACCP) and Certified Securities Compliance Professional […]

Mona Williams is Chief Operating Officer of Bivium Westfuller (BWF), a mission-aligned OCIO joint venture between Bivium Capital Partners and Westfuller Advisors, launched in 2020. As COO—the first position dedicated exclusively to the BWF partnership—she is responsible for institutionalizing the joint venture with an emphasis on operational excellence and execution, process development and implementation, and […]

Monet is Westfuller's Administrative Associate, acting as liaison for the firm's principals and external stakeholders with a focus on driving efficiency, organization, and communications. Previously, Monet she spent 9 years Société Générale where she was an Executive Assistant...

Randall advises clients in the areas of investment strategy and policy, responsible investment integration, shareholder engagement, risk management and impact measurement. Additionally, he supports the firm’s due diligence effort across asset classes for Sustainable and Impact portfolios, including asset managers, private companies and strategic impact investing related initiatives. He brings over 25 years of experience […]

Ryan is a member of the Bivium Westfuller Operations team (aka Special Ops), managing aspects of OCIO Investment Operations. His work includes building processes enhancing investment operational infrastructure, project management of COO driven cross-team investment operations initiatives, managing alternative investment data aggregation, sub-advisory/separate manager onboarding and most importantly providing client services and operational support to […]

Todd leads Westfuller’s client services team. With over 20 years experience in financial services, Todd has held client service leadership roles at Ameriprise Financial Services, Edward Jones, and Merrill Lynch working with a series of top advisory teams (where he first worked with Lola and Ian)...