Paul Arron Ferwerda
Membro del Comitato di Investimento presso Wilbanks, Smith & Thomas Asset Management LLC
Profilo
Mr. Paul A.
Ferwerda, CFA MBA, is a Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC.
He is a investment committee member, representing the firm out of Richmond, Virginia.
Prior to joining WST, he spent over 28 years at Thompson Siegel & Walmsley, where his responsibilities included investment analysis, marketing, client service and portfolio management.
He began his career at AmSouth Bank, where he spent five years and held similar responsibilities.
He graduated from Auburn University with a Bachelor of Business Administration in Finance and also earned an M.B.A.
from Duke University.
He holds the Chartered Financial Analyst designation and is a member of CFA Society Virginia.
Posizioni attive di Paul Arron Ferwerda
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. | Membro del Comitato di Investimento | 01/04/2016 |
Precedenti posizioni note di Paul Arron Ferwerda
Società | Posizione | Fine |
---|---|---|
AmSouth Bank (Birmingham, Alabama) | Corporate Officer/Principal | - |
Thompson, Siegel & Walmsley LLC
Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a registered investment advisory firm headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW provides investment advisory and management services to individual and institutional clients. | Gestore di Portafoglio-Azioni | - |
Formazione di Paul Arron Ferwerda
Auburn University | Undergraduate Degree |
Duke University | Masters Business Admin |
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 | 3 |
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Thompson, Siegel & Walmsley LLC
Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a registered investment advisory firm headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW provides investment advisory and management services to individual and institutional clients. | Finance |
AmSouth Bank (Birmingham, Alabama) | Finance |
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 |
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