Profiel
Mr. Buel S.
Sears, CFA, is a Vice President & Senior Portfolio Manager at United Bank, Inc. He joined the firm in October 2009.
He is responsible for equity strategy and portfolio management for United Wealth Management’s Investment Committee.
He has over 30 years of investment experience.
Prior to joining the firm, Mr. Sears held the positions of Senior Vice President with RBC Wealth Management and Senior Vice President and Portfolio Manager with BB&T Asset Management.
In 2002, he guided the BB&T Mid-Cap Value Fund to a 5-star Morningstar rating and a "Best in Category" designation.
Additionally, he served as the Chief Investment Officer for Huntington Bank’s West Virginia Trust Division.
He majored in Finance at Marietta College and holds the Chartered Financial Analyst designation.
He currently holds Series 7, 31, 63 and 65 securities licenses.
Eerdere bekende functies van Steve Sears
| Bedrijven | Functie | Einde |
|---|---|---|
United Bank, Inc.
 United Bank, Inc. Investment ManagersFinance United Bank, Inc. is an investment advisor headquartered in Parkersburg, West Virginia. On 02 November 2018, United Bankshares, Inc. (NASDAQ: UBSI) consolidated its two banking subsidiaries, merging United Bank, Inc. into United Bank (Vienna, Virginia) where the latter serves as the survivor. The firm manages customized investment solutions for individuals, families, institutions, and other entities. | Lid van de Investeringscommissie | 02-11-2017 |
BB&T Asset Management, Inc.
 BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Portefeuillebeheerder-Aandelen | 10-05-2005 |
Opleiding van Steve Sears
| Marietta College | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
BB&T Asset Management, Inc.
BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Finance |
United Bank, Inc.
United Bank, Inc. Investment ManagersFinance United Bank, Inc. is an investment advisor headquartered in Parkersburg, West Virginia. On 02 November 2018, United Bankshares, Inc. (NASDAQ: UBSI) consolidated its two banking subsidiaries, merging United Bank, Inc. into United Bank (Vienna, Virginia) where the latter serves as the survivor. The firm manages customized investment solutions for individuals, families, institutions, and other entities. | Finance |
