West Branch Capital Directory West Branch Capital Verified


Last updated: January 21st, 2020. Data source: SEC & FINRA filings.

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Full Name Trusted Years Registered Years at Firm Disclosures Registration Status
James Kai Ho Yes 16 10 No Investment Advisor
Anne Elizabeth Christopulos Yes 16 2 No Investment Advisor
Howard Edward Singer Yes 14 5 No Investment Advisor
Ayaz Mahmud Yes 21 14 No Investment Advisor
David Le Fadel Yes 34 Less than a year Yes Investment Advisor
Peter Blaine Wiley Yes 5 5 No Investment Advisor
Deborah Elrie Davis Yes 17 2 No Investment Advisor
Geoffrey Lee Wilson No 3 2 No Investment Advisor