Amie Slaton Baty
Analyst-Equity chez Wilbanks, Smith & Thomas Asset Management LLC
Profil
Ms. Amie S.
Baty, CFA MBA, is a Portfolio Manager & Research Analyst at Wilbanks, Smith & Thomas Asset Management LLC.
In her role, she serves on the firm’s Investment Committee and is responsible for investment research, account management and client relationships on the wealth management side of the business.
She is a member of the LEAD Hampton Roads class of 2013.
Prior to joining WST, she worked at Waypoint Advisors, an RIA in Norfolk, conducting research on various asset classes.
She earned from Longwood College a bachelor’s degree in Business Administration with a minor in Economics, and a Master of Business Administration from Old Dominion University.
She also holds the Chartered Financial Analyst designation and is a member of CFA Virginia.
Postes actifs de Amie Slaton Baty
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/06/2007 |
Anciens postes connus de Amie Slaton Baty
| Sociétés | Poste | Fin |
|---|---|---|
Waypoint Advisors LLC
 Waypoint Advisors LLC Investment ManagersFinance Founded in 2001 by Beth Patterson, Waypoint Advisors LLC is a registered investment advisor located in Virginia Beach, Virginia. The firm employs a multi-family office model, providing customized, interdisciplinary wealth advisory services to families and organizations. | Analyst-Equity | - |
Formation de Amie Slaton Baty
| Longwood University | Undergraduate Degree |
| Old Dominion University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
Waypoint Advisors LLC
Waypoint Advisors LLC Investment ManagersFinance Founded in 2001 by Beth Patterson, Waypoint Advisors LLC is a registered investment advisor located in Virginia Beach, Virginia. The firm employs a multi-family office model, providing customized, interdisciplinary wealth advisory services to families and organizations. | Finance |
