Team

Since Its founding in 2011, Westfuller has built lasting relationships with its clients built on an authentic desire to collaborate, support and serve.

FOUNDERS

Lola C. West

Chairwoman | Chief Culture Officer

22 Years of Wealth Management and Advisory Experience; Social Activist; Mentor; Philanthropist.

passion

Mentoring—getting people to open up and be happy!

pivotal

Meeting Ian and growing Westfuller into a nationally recognized company

PROGRESS

Write a book about my life

For almost a decade of her successful career, Lola served as a wealth advisor with Merrill Lynch and a senior partner of LWF Wealth Management. Today, as a co-founder and partner of Westfuller Advisors, she continues to advise clients and institutions on how to build a vision for the future and directs the...

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Ian S. Fuller, ChFC

Chief Executive Officer

18 Years of Investment Advisory Experience; Social Activist; Philanthropist.

passion

Leveraging financial practices in service of a more equitable and inclusive economy

pivotal

Backpacking through Asia for 8 months in my early twenties. Kathmandu to Phnom Penh to Kyoto

PROGRESS

The perfectly pulled espresso shot, 17 gms: 25 secs

Ian is a co-founder and partner of Westfuller Advisors, a values-driven investment advisory and wealth management firm that provides advice, strategy, and investment management for mission-aligned global individuals, families, non-profits and foundations...

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OUR Team

Alexandra Calma

Senior Associate, Client Services

Purpose

MacGyver’ing life through problem solving and personality

Alexandra is a Senior Associate in Client Services who is passionate about solving problems and increasing value for Westfuller’s clients. With over 15 years of leveraging expertise in Client Services and Business Development, Alexandra Calma consistently stands out in her field...

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Brian Cole

Chief Administrative Officer

Progress

One more time

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...

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Brigette Lumpkins

Director | Client Portfolio Manager

Passion

Closing the racial wealth gap and contributing to a healthier and more peaceful society

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. […]

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Ellen Chiu, CFA, CAIA®

Director, Senior Portfolio Strategist

Passion

Empowering women and people of color through financial literacy and portfolio management

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...

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Heng Yang

Vice President

Pivotal

The birth of my daughter has given me a greater appreciation for life and the world we live in

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 […]

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Kara Kelly

Managing Director, Wealth Management

Pivotal

Living around the globe and going to 13 schools opened my eyes to the breadth of possibilities

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...

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Kreg Kerr

Associate | Investment Analyst

Pivotal

Moving to New York City

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 […]

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Leidy Henriquez

Business Operations Manager

Pivotal

Reading Their Eyes Were Watching God by Zora Neale Hurston

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 & […]

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Michael Dziura

Chief Compliance Officer

Passion

Equity in educational opportunities and access for all students

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 […]

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Mona Williams

Chief Operating Officer | Bivium Westfuller

Passion

Financial literacy for young people of color, hiking the great outdoors, and my rescue pets

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 […]

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Monet Knight

Executive Assistant

Passion

Camaraderie and fellowship through volunteering

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...

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Randall Strickland

Director, Client Portfolio Manager

Passion

Scaling impact, and empowering the next generation of impact investment professionals

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 […]

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Ryan Arnez Monroe

Client Operations Manager | Bivium Westfuller

Passion

Photography, Filmmaking and Creative Placemaking as a means of economic empowerment for marginalized communities

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 […]

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Todd Van Grouw

Client Operations Manager

Passion

Competitive golf – getting to scratch

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)...

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