Clay Hilbert
Corporate Officer/Principal chez Alpha Omega Wealth Management LLC
Profil
Mr. Clay Hilbert is a Managing Partner at Alpha Omega Wealth Management LLC.
He has more than 24 years of experience in the financial services industry.
He served as a Board Member for a regional investment firm where, over the years, he fulfilled many responsibilities including, running the firm's Manager Research team, managing an asset allocation based investment strategy and leading the firm's Business Development group.
He graduated from Wake Forest University in 1996 and earned his MBA from Duke University’s Fuqua School of Business in 2003.
He is a Certified Investment Management Analyst professional.
Postes actifs de Clay Hilbert
| Sociétés | Poste | Début |
|---|---|---|
Alpha Omega Wealth Management LLC
 Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Corporate Officer/Principal | - |
Formation de Clay Hilbert
| Duke University | Masters Business Admin |
| Wake Forest University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Finance |