Scott M. McCluney
Analyst-Equity bij Wilbanks, Smith & Thomas Asset Management LLC
Profiel
Mr. Scott M.
McCluney is Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC.
He sits on the firm’s Investment Committee and is responsible for both investment research and portfolio management.
He has over two decades of industry experience, and his WST tenure began in equities trading.
Prior to joining WST in 1999, he held a trading, IT and operations-related role at national broker-dealer.
He has graduated from Old Dominion University with a Bachelor of Science in Business Administration and Economics.
He holds the Certified Financial Planner designation, his Series 65 and his Health & Life Insurance license.
He is a member of the LEAD Hampton Roads.
Actieve functies van Scott M. McCluney
| 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 | 01-01-1999 |
Opleiding van Scott M. McCluney
| Old Dominion University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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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 |
