Kurt Evertz

Analyst-Equity presso Wilbanks, Smith & Thomas Asset Management LLC

Finance

Consumer Services

Profilo

Mr. Kurt W.
Evertz is a Portfolio Analyst at Wilbanks, Smith & Thomas Asset Management LLC.
Prior to joining the firm, He held the position of Senior Consultant at Grant Thornton in Washington, DC.
He was the lead analyst supporting operations research engagements for clients.
He was also responsible for strategizing with executive leadership, modernization of management reporting and general business development.
He graduated from James Madison University with a degree in Economics.

Posizioni attive di Kurt Evertz

Società	Posizione	Inizio
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.	Analyst-Equity	01/05/2021

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Formazione di Kurt Evertz

James Madison University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

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Uomo

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Società collegate

Aziende private	1
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.	Finance