Tom McNally
Trading-Equity bij Wilbanks, Smith & Thomas Asset Management LLC
Profiel
Mr. Thomas F.
McNally, CFA, is Portfolio Manager & Head of Trading at Wilbanks, Smith & Thomas Asset Management LLC.
He oversees the firm’s trading operations, serves as a strategist supporting quantitative investment research efforts, is the lead Portfolio Manager for the WST Asset Manager Strategies and is a member of the Investment Committee.
Prior to joining WST in 2005, he served as a Portfolio Manager at a regional investment advisory firm.
He graduated from James Madison University with a Bachelor of Business Administration in Finance and a minor in Economics.
He holds the professional designations of Chartered Market Technician and Chartered Financial Analyst.
Actieve functies van Tom McNally
| 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. | Trading-Equity | 01-01-2005 |
Opleiding van Tom McNally
| Old Dominion 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 |
