Wayne Freeman Wilbanks

Direttore/Membro del Consiglio presso

Virginia Arts Festival

Finance

Consumer Services

Profilo

Mr. Wayne F.
Wilbanks, CFA, is an Executive Managing Director at Clearstead Advisors, LLC.
He is on the Board of Directors at Virginia Arts Festival.
Mr. Wilbanks was previously employed as a Managing Principal & Portfolio Manager by Wilbanks, Smith & Thomas Asset Management LLC and a Trader by Clayton Brokerage Co. He graduated from Duke University with a degree in Economics, and he subsequently undertook study through Georgetown University’s Program of Comparative Business at Oxford University in England.
He holds the Chartered Financial Analyst designation and is a member of CFA Society Virginia.

Posizioni attive di Wayne Freeman Wilbanks

Società	Posizione	Inizio
Virginia Arts Festival Virginia Arts Festival Movies/EntertainmentConsumer Services Provides charitable theatrical performing arts	Direttore/Membro del Consiglio	-
Clearstead Advisors, LLC Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection.	Gestore di Portafoglio-Azioni	01/04/2024

Tutte le posizioni attive di Wayne Freeman Wilbanks

Precedenti posizioni note di Wayne Freeman Wilbanks

Società	Posizione	Fine
Wilbanks, Smith & Thomas Asset Management LLC Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance WST provide their clients with investment advisory services that consists of discretionary asset management through use of equity, fixed-income and balanced (between equity securities such as stocks and fixed-income securities such as municipal and government bonds) portfolios. Their primary strategy is to diversify the portfolio by asset class, geography, market capitalization, and style. The long-term objective of each WST’s strategy is to achieve risk-adjusted returns that exceed those of comparable buy-and-hold strategies, primarily by reducing the experience of volatility that affects markets.	Fondatore	13/05/2024
Clayton Brokerage Co.	Corporate Officer/Principal	-

Vedi nel dettaglio l'esperienza di Wayne Freeman Wilbanks

Formazione di Wayne Freeman Wilbanks

Esperienze
Posizioni ricoperte

Attive

Inattive

Società nel listino

Aziende private

Vedi nel dettaglio l'esperienza di Wayne Freeman Wilbanks

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	5
Wilbanks, Smith & Thomas Asset Management LLC Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance WST provide their clients with investment advisory services that consists of discretionary asset management through use of equity, fixed-income and balanced (between equity securities such as stocks and fixed-income securities such as municipal and government bonds) portfolios. Their primary strategy is to diversify the portfolio by asset class, geography, market capitalization, and style. The long-term objective of each WST’s strategy is to achieve risk-adjusted returns that exceed those of comparable buy-and-hold strategies, primarily by reducing the experience of volatility that affects markets.	Finance
Duke University Duke University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Clearstead Advisors, LLC Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection.	Finance
Virginia Arts Festival Virginia Arts Festival Movies/EntertainmentConsumer Services Provides charitable theatrical performing arts	Consumer Services
Clayton Brokerage Co.