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    • Home
    • Our Investment Philosophy
    • Our Team
    • Investor Documents
    • Contact
  • Home
  • Our Investment Philosophy
  • Our Team
  • Investor Documents
  • Contact

Scot Labin, CFA

Chief Investment Officer


Before joining Westbourne, Scot served as Co-Chief Investment Officer of

the Bay Bridge TMT Value Fund.  Prior to that Scot worked at Legg Mason

Capital Management from 1999-2006 and was a generalist for multiple

industries, including retail, supermarkets, IT services, brokerages, and

technology. From 2001-2006, he served as telecommunications analyst with

coverage of $5.5 billion in assets under management for mutual

funds Legg Mason Value Trust, Special Investment Trust, and Opportunity

Trust.  


From 1996-1999, Scot was a Financial Analyst with Legg Mason Inc. in the

Financial Administration department. 


From 1989-1996, Scot was a Senior Engineer at Newport News Shipbuilding,

where he performed technical and quantitative analyses of nuclear power

plant systems of the CVN68 Class aircraft carriers.  Scot received a BS in

Mechanical Engineering from Virginia Tech in 1989, and a MBA with honors

from the College of William and Mary in 1996.  Scot was awarded the

Chartered Financial Analyst designation in 2000 and is a member of the CFA

Society of Washington DC.

 

Joe Wilkinson

Vice President - Managing Director


Prior to joining Westbourne, Joe spent over 25 years in corporate finance

roles, including as the head of investor relations at several prominent

public companies including CSX Corporation, Nextel Communications, XM

Satellite Radio, Iridium, Deltek and Millennial Media.  In these roles, Joe acted

as the main liaison between Wall Street investors, analysts, and company

management. 


He began his career in public accounting, earning a CPA and spending two

years at the accounting firm Arthur Andersen as an auditor. He became a

manager in audit advisory services at CSX Corporation, a multi-national

transportation conglomerate, and was eventually recruited into corporate

finance and various public company investor relations roles noted above.


Joe earned a B.S. in Accounting from University of Maryland, College Park and

an M.B.A. from Sellinger School of Management at Loyola University Maryland


Bruce Kromminga

Chief Operating Officer


Before joining Westbourne, Bruce served as Chief Operating Officer of Bay

Bridge Capital Management.  Bruce was employed as a securities broker with

Deutsche Banc Alex Brown Employee Brokerage Services from 1998-2002.

Bruce served both local and international DBAB employees with transactions

in equities, bonds, options, mutual funds, and foreign currencies.  Prior to

becoming a Series 7 licensed securities broker in 1998, Bruce worked as a

registered sales assistant in Alex Brown’s High Net Worth brokerage group

beginning in 1995.  From 2002 until his joining Bay Bridge Capital

Management, Bruce analyzed publicly traded companies for the purpose of

investment.


Bruce received a Master of Science in Finance from Loyola College in

Maryland in 1998 and a BS in Business Administration with minors in

Mathematics, Physics, and Chemistry from the University of Denver in 1994.


Jon Levin, CPA

Investment Advisor


Jon serves as a Certified Public Accountant in his role at Levin &

Company and a Registered Investment Advisor with Westbourne. His

experience includes working in the private sector for both start-up and

Fortune 500 companies before taking a position with one of the big 8

accounting firms. In 1986, he joined his father at Allentown-based Levin &

Company. In this role, Jon serves individuals and privately-held

companies by providing accounting, tax, and payroll.


Jon is a knowledgeable and experienced accountant and business owner

with an easy-going and relaxed style. His philosophy is to do whatever it

takes to provide you with the financial information you need while

providing unparalleled customer service and peace of mind. 


Jon received a Bachelor of Science degree in Accounting from Penn State

University.

 

David Cunningham

Founder


Before founding Westbourne, David was a Senior Portfolio Manager and Vice

President at Foxhall Capital Management (formerly Nye, Parnell & Emerson)

for 11 years. He also served for five years as Vice President and Chief

Investment Officer at Potomac Asset Management.  David began his

investment management career as a financial advisor in Washington DC with

Hornblower and Weeks, and later served as Trust Investment Officer at

American Security Bank. where he was promoted to Trust Investment Officer

prior to joining Thomson McKinnon Securities Investment Advisory Division

where he served as a Vice President and Senior Portfolio Manager. 

 

David graduated from the University of Virginia with a B.A. in history.

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