John Richard Sheets
Amministratore Delegato presso Sheets Smith Wealth Management
Profilo
Mr. John R.
Sheets is a Chairman & Wealth Manger at Sheets Smith Wealth Management.
He began his career in the investment business in 1969 and used the experience he gained from many areas of the investment field to help co-found and develop Sheets Smith Wealth Management into a broadly qualified wealth management firm.
He serves on the Board of Directors of selected private companies in which clients have invested.
In addition, he is currently Chairman of the Board of a family owned real estate business.
Prior to the formation of SSWM in 1982, Mr. Sheets was Vice President and Manager of the Capital Management Department of Wachovia Bank and Trust in Winston-Salem, which provided financial, tax and investment counsel to some of the bank's wealthiest clients.
He received a Bachelor of Science degree in Business Administration from the University of Delaware and attended graduate school at University of North Carolina at Greensboro.
Posizioni attive di John Richard Sheets
| Società | Posizione | Inizio |
|---|---|---|
Sheets Smith Wealth Management
 Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Amministratore Delegato | 01/01/1982 |
Precedenti posizioni note di John Richard Sheets
| Società | Posizione | Fine |
|---|---|---|
Delphi Management, Inc.
 Delphi Management, Inc. Investment ManagersFinance Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis. | Corporate Officer/Principal | - |
Sun Trust Bank, Nashville, NA
 Sun Trust Bank, Nashville, NA Major BanksFinance Sun Trust Bank, Nashville, NA is based in Nashville, TN. Sun Trust Bank, Nashville, NA offers a range of financial services including checking and savings accounts, credit cards, mortgages, small business, and commercial banking. | Direttore della Ricerca - Azioni | - |
Bank of Virginia (Midlothian)
 Bank of Virginia (Midlothian) Regional BanksFinance Bank of Virginia provided personal and commercial banking services. It was primarily engaged in the business of accepting savings, demand and time deposits and provided mortgage, consumer and commercial loans to the general public. The firm offered traditional loan and deposit products for commercial and consumer accounts and operated four full-service offices in the counties of Chesterfield and Henrico, Virginia. The company was founded in September 2002 and was headquartered in Midlothian, VA. | Corporate Officer/Principal | - |
| Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | - |
Formazione di John Richard Sheets
| University of Delaware | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Sheets Smith Wealth Management
Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Finance |
| Wachovia Bank NA (Charlotte, North Carolina) | Finance |
Sun Trust Bank, Nashville, NA
Sun Trust Bank, Nashville, NA Major BanksFinance Sun Trust Bank, Nashville, NA is based in Nashville, TN. Sun Trust Bank, Nashville, NA offers a range of financial services including checking and savings accounts, credit cards, mortgages, small business, and commercial banking. | Finance |
Bank of Virginia (Midlothian)
Bank of Virginia (Midlothian) Regional BanksFinance Bank of Virginia provided personal and commercial banking services. It was primarily engaged in the business of accepting savings, demand and time deposits and provided mortgage, consumer and commercial loans to the general public. The firm offered traditional loan and deposit products for commercial and consumer accounts and operated four full-service offices in the counties of Chesterfield and Henrico, Virginia. The company was founded in September 2002 and was headquartered in Midlothian, VA. | Finance |
Delphi Management, Inc.
Delphi Management, Inc. Investment ManagersFinance Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis. | Finance |
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