John Nicholas Duy

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Mr. John N.
Duy, CFA MBA, is Director of Research & Assistant Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC.
Previously, he was a Portfolio Manager for a local investment advisory firm.
While there, he was responsible for all aspects of the business including investment research, compliance, and operations.
He also has five years of corporate and individual tax experience.
He received his BS in Accounting from Old Dominion University and an MBA with concentration in Finance from Old Dominion University.

Precedenti posizioni note di John Nicholas Duy

Società	Posizione	Fine
Wilbanks, Smith & Thomas Asset Management LLC Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments.	Direttore della Ricerca - Azioni	-

Vedi nel dettaglio l'esperienza di John Nicholas Duy

Formazione di John Nicholas Duy

Old Dominion University

Masters Business Admin

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private