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

Managing Director

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

Managing Director

18 Years of Investment Management and Financial Planning 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. Alexandra has over a decade of experience in Client Services and Business Development, beginning her career focusing on HY loan management and institutional...

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Ellen Chiu, CFA, CAIA®

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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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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Leidy Henriquez

Chief Of Staff

Pivotal

Reading Their Eyes Were Watching God by Zora Neale Hurston

Leidy oversees the structural expansion of the organization and acts as a main contact to both institutional and private clients under the guidance of the Managing Directors. At Lloyds Bank Corporate Markets, she supported the CEO and Senior Leadership Team. She was a part of the...

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Kara Kelly

Senior Director, Wealth Advisor

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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MK

Monet Knight

Administrative Associate

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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Heather Nichols, Esq.

Chief Compliance Officer

Progress

Pushing myself to step out of my comfort zone.

Heather Nichols serves as CCO for Westfuller. Heather has 17 years of experience in auditing, compliance, and regulatory administration in the financial services industry. She is a compliance consultant who currently works with Registered Investment Advisors (RIA) and Registered Investment Companies (RIC)...

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Randall Strickland

Director, Client Portfolio Manager

Passion

Randall is a Director, Client Portfolio Manager at Westfuller. In this capacity he supports clients via sourcing and conducting due diligence on investments across asset classes for ESG and Impact portfolios, including asset managers and private companies.

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Todd Van Grouw

Manager, Client Services

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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