Larry Bernert

Membro del Comitato di Investimento presso Wilbanks, Smith & Thomas Asset Management LLC

Finance

Consumer Services

Posizioni attive di Larry Bernert

Società	Posizione	Inizio	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.	Gestore di Portafoglio-Azioni	01/01/2022	-
	Membro del Comitato di Investimento	01/10/1995	-
	Direttore della Ricerca - Azioni	01/10/1995	-

Società	Posizione	Inizio	Fine
Morgan Keegan & Co., Inc. (Old) Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales	Corporate Officer/Principal	-	-

University of Virginia

Masters Business Admin

Distribuzione geografica

Stati Uniti

Posizioni

Director of Research - Equity	1
Investment Committee Member	1
Portfolio Manager-Equities	1

Settori

Finance	3
Consumer Services	2

Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Aziende private	2
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
Morgan Keegan & Co., Inc. (Old) Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales	Finance

Aziende private

Finance