Wesley W. Bean, CFA®

Wesley W. Bean, CFA®

Chief Investment Officer

Wesley joined the McCarthy & Cox family in June 2016. Prior to McCarthy & Cox, Wesley spent more than 12 years with Nationwide Securities, most recently serving as the director of suitability and trading. He also has experience with Carroll Financial Associates in Charlotte, North Carolina, as lead portfolio analyst in its Managed Accounts department.

Wesley earned the prestigious Chartered Financial Analyst® (CFA®) designation in 2021, as well as the title of chief investment officer.

Wesley was born in North Carolina and moved to Ohio in 2010. He earned his bachelor’s degree from Catawba College in Salisbury, North Carolina, and his MBA from East Carolina University in Greenville, North Carolina.

Wesley lives in the Delaware area with his two children, Savannah, and Samantha.

What is your favorite childhood memory?
When I was in elementary school, I rode the bus home to my grandparents’ house. My grandfather and I would throw the football every day, and he would always ask me how many girlfriends I had that day. In third grade, my highest number was 52.

What are three things most people don’t know about you?

  • I’ve been to Walt Disney World 24 times
  • I have artwork displayed in a North Carolina state museum
  • I hold four state records in drug-free powerlifting