Wayne Freeman Wilbanks
Oprichter bij Wilbanks, Smith & Thomas Asset Management LLC
Oorsprong van het eerstegraads netwerk van Wayne Freeman Wilbanks
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
34
| Subsidiary | Investment Managers | 34 |
Virginia Arts Festival
 Virginia Arts Festival Movies/EntertainmentConsumer Services Virginia Arts Festival presents arts which serves southeastern Virginia.
30
| Non-Profit Organization | Movies/Entertainment | 30 |
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Connectie in verschillende bedrijven
Bedrijven verbonden met Wayne Freeman Wilbanks via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Analyst-Equity | |
Godsey & Gibb, Inc.
 Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb, Inc., do-business-as Godsey & Gibb Wealth Management, is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Frank Gibb III and Joseph Godsey Jr. in 1985. Godsey & Gibb provides investment management, tax planning and preparation, financial planning, family wealth advising, retirement planning, estate planning, and insurance consulting services to individual and institutional clients. | Investment Managers | Director of Research - Equity | |
JMP Securities LLC
 JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Analyst-Equity | |
Cantor Fitzgerald & Co.
 Cantor Fitzgerald & Co. Investment Banks/BrokersFinance Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Old Dominion University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The College of William & Mary | College/University | Undergraduate Degree Masters Business Admin | |
| Hampden-Sydney College | College/University | Undergraduate Degree Undergraduate Degree | |
Physicians for Peace
 Physicians for Peace Hospital/Nursing ManagementHealth Services Physicians for Peace provides medical education and training services. It also offers clinical care services and donated medical supplies. The organization was founded in 1989 by Dr. Charles E. Horton, Sr. and is headquartered in Norfolk, VA. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
| Auburn University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Virginia School of Law | College/University | Graduate Degree | |
| Augsburg College | College/University | Undergraduate Degree | |
| University of Oxford | College/University | Graduate Degree | |
Ernst & Young Capital Advisors LLC
 Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
| St. Mary's University | College/University | Undergraduate Degree | |
| Longwood University | College/University | Undergraduate Degree | |
Heritage Wealth Advisors LLC
 Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Investment Managers | Director of Research - Equity | |
| Gonzaga University | College/University | Undergraduate Degree | |
| University of Georgia | College/University | Undergraduate Degree | |
Compass Point Research & Trading LLC
 Compass Point Research & Trading LLC Investment Banks/BrokersFinance Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe. | Investment Banks/Brokers | Analyst-Equity | |
| Questrom School of Business | College/University | Undergraduate Degree | |
| Roanoke College | College/University | Undergraduate Degree | |
| James Madison University | College/University | Undergraduate Degree | |
| Clark University | College/University | Undergraduate Degree | |
| University of Tennessee | College/University | Undergraduate Degree | |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Undergraduate Degree | |
| University of Richmond | College/University | Undergraduate Degree | |
| Villanova University | College/University | Graduate Degree | |
| University of Toronto | College/University | Graduate Degree | |
| Christopher Newport University | College/University | Undergraduate Degree | |
Virtus Fund Advisers LLC
 Virtus Fund Advisers LLC Investment ManagersFinance Virtus Fund Advisers LLC (VFA) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. Founded in 1985, the firm was originally named Trusco Capital Management, Inc. and later became RidgeWorth Capital Management, Inc. and RidgeWorth Capital Management LLC. They were formerly a majority-owned subsidiary of SunTrust Banks, Inc. (NYSE: STI). They became a wholly-owned subsidiary of Virtus Partners, Inc., which is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS), when the latter acquired the firm in June 2017 and subsequently changed their name into Virtus Fund Advisers LLC. VFA provides discretionary and non-discretionary advisory services to institutional clients including pension and profit-sharing plans, endowments and foundations, governmental entities, and other corporate entities as well as high net-worth clients. | Investment Managers | Sales & Marketing | |
| Georgetown University | College/University | Graduate Degree | |
Trident Management LLC
 Trident Management LLC Investment ManagersFinance Trident Management LLC (Trident Management) is a private equity firm founded in 2017 by Nicholas Wood and Eric Taylor. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
Virginian-Pilot Media Cos. LLC
 Virginian-Pilot Media Cos. LLC Publishing: NewspapersConsumer Services Virginian-Pilot Media Cos. LLC engages in the publication of newspapers. The company is headquartered in Norfolk, VA. | Publishing: Newspapers | President | |
Local Initiatives Support Corp.
 Local Initiatives Support Corp. Miscellaneous Commercial ServicesCommercial Services Local Initiatives Support Corp. provides community development programs. The firm serves individuals, private enterprise, government agencies, and civic associations. The company was founded in 1979 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Chief Executive Officer | |
| Oneten | Chief Executive Officer | ||
GAP Technologies, Inc.
 GAP Technologies, Inc. SemiconductorsElectronic Technology Part of Datalogic SpA, GAP Technologies, Inc. is a company that manufactures miniaturized laser scan engines and pen-based scanners. The company is based in Sharon Hill, PA. GAP Technologies was acquired by PSC, Inc. /Old/ on December 22, 1999. | Semiconductors | Corporate Officer/Principal | |
Children's Hospital of the King's Daughters
 Children's Hospital of the King's Daughters Hospital/Nursing ManagementHealth Services Children's Hospital of the King's Daughters (CHKD) is a full-service pediatric hospital located in Norfolk, VA. The non-profit company provides medical care to children from birth to age 21, and their pediatric urgent care centers are the only walk-in clinics in the area that solely treat children. CHKD prioritizes the health and wellness of every child they treat, from outpatient procedures to major surgeries. The CEO of the company is James D. Dahling. | Hospital/Nursing Management | Corporate Officer/Principal | |
| Old Dominion University Educational Foundation | Financial Conglomerates | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Verenigd Koninkrijk | 2 |
| Canada | 2 |
Sectoraal
| Consumer Services | 25 |
| Finance | 19 |
| Health Services | 3 |
| Commercial Services | 3 |
| Electronic Technology | 2 |
Operationeel
| Director/Board Member | 41 |
| Undergraduate Degree | 31 |
| Analyst-Equity | 27 |
| Portfolio Manager-Equities | 23 |
| Investment Committee Member | 22 |
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