Kurt Evertz
Analyst-Equity bij Wilbanks, Smith & Thomas Asset Management LLC
Profiel
Mr. Kurt W.
Evertz is a Portfolio Analyst at Wilbanks, Smith & Thomas Asset Management LLC.
Prior to joining the firm, He held the position of Senior Consultant at Grant Thornton in Washington, DC.
He was the lead analyst supporting operations research engagements for clients.
He was also responsible for strategizing with executive leadership, modernization of management reporting and general business development.
He graduated from James Madison University with a degree in Economics.
Actieve functies van Kurt Evertz
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Analyst-Equity | 01-05-2021 |
Opleiding van Kurt Evertz
| James Madison University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
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 |
