Wayne Freeman Wilbanks

Directeur/Membre du Conseil chez

Virginia Arts Festival

Finance

Consumer Services

Profil

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.

Postes actifs de Wayne Freeman Wilbanks

Sociétés	Poste	Début
Virginia Arts Festival Virginia Arts Festival Movies/EntertainmentConsumer Services Provides charitable theatrical performing arts	Directeur/Membre du Conseil	-
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.	Gestionnaire de Portefeuille-Actions	01/04/2024

Tous les postes actifs de Wayne Freeman Wilbanks

Anciens postes connus de Wayne Freeman Wilbanks

Sociétés	Poste	Fin
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.	Fondateur	13/05/2024
Clayton Brokerage Co.	Corporate Officer/Principal	-

Voir l'expérience en détail de Wayne Freeman Wilbanks

Formation de Wayne Freeman Wilbanks

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Wayne Freeman Wilbanks

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	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.