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Matthew Cole Beardwood

Director Of Wealth Management And Chief Compliance OfficerWestover Capital Advisors, LLCCRD 3084318

About Matthew Cole Beardwood

Matthew Cole Beardwood is listed as Director Of Wealth Management And Chief Compliance Officer at Westover Capital Advisors, LLC in Wilmington, DE. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Westover Capital Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Cole Beardwood work?

Matthew Cole Beardwood is listed as Director Of Wealth Management And Chief Compliance Officer at Westover Capital Advisors, LLC on SEC Form ADV.

How much of Westover Capital Advisors, LLC does Matthew Cole Beardwood own?

Form ADV reports a beneficial ownership band of 25-50%.

Westover Capital Advisors, LLC

TitleDirector Of Wealth Management And Chief Compliance Officer
Ownership25-50%
Control personYes
Since2019
View Westover Capital Advisors, LLC →