![Kurt Evertz](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Kurt Evertz
Analyst-Equity chez Wilbanks, Smith & Thomas Asset Management LLC
Relations actives
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Wayne Freeman Wilbanks | M | - |
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 ans |
Scott M. McCluney | M | - |
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. | 25 ans |
Tom McNally | M | - |
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. | 19 ans |
Ryan Stallard | M | - |
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. | 6 ans |
Luke Hyma Scanlan | M | - |
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. | 2 ans |
Amie Slaton Baty | F | - |
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. | 17 ans |
Dan Powell | M | - |
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. | 8 ans |
Larry Bernert | M | - |
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. | 29 ans |
Mark Randall Warden | M | - |
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. | 23 ans |
Kyle Elliot | M | - |
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. | 23 ans |
Roger Herman Scheffel | M | - |
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. | 15 ans |
Paul Arron Ferwerda | M | - |
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. | 8 ans |
Wayne House | M | - |
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. | 6 ans |
Seve Bowery | M | - |
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. | 4 ans |
Connor Fraser Dabney Fanney | M | - |
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. | 3 ans |
Danny Pizetoski | M | - |
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. | 4 ans |
Ryan Hepburn | M | - |
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. | 2 ans |
Neil Campbell | M | - |
James Madison University
| 12 ans |
Robert Downing Mundin | M | - |
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. | 4 ans |
Heather Randazzo | F | - |
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. | 25 ans |
Erin Abate | F | - |
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. | 3 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Wade A. Monroe | M | - |
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. | 8 ans |
Alondra Gracia | F | - |
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. | 3 ans |
Alec Vaughan | M | - |
James Madison University
| 4 ans |
Scott Matthews | M | - |
James Madison University
| 4 ans |
Michelle Sciandra | F | - |
James Madison University
| 4 ans |
Zachary Schechtman | M | - |
James Madison University
| 4 ans |
Norman Mckay | M | - |
James Madison University
| 4 ans |
Alec Vaughn | M | - |
James Madison University
| 4 ans |
Patrick Nicoll | M | - |
James Madison University
| 5 ans |
Scott Erik Wennerstrum | M | - |
James Madison University
| 4 ans |
Nathan Richardson | M | - |
James Madison University
| 4 ans |
Pratt Templeton | M | - |
James Madison University
| 4 ans |
Michael Weber | M | - |
James Madison University
| 4 ans |
Adam Smith | M | - |
James Madison University
| 4 ans |
Bill Purdy | M | - |
James Madison University
| 4 ans |
Craig Bodziner | M | - |
James Madison University
| 4 ans |
Kenny Temsupasiri | M | - |
James Madison University
| 4 ans |
Kevin Garrigan | M | - |
James Madison University
| 4 ans |
Anoop Nath | M | - |
James Madison University
| 4 ans |
Dan Mento | M | - |
James Madison University
| 4 ans |
Dave Abrams | M | - |
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. | 8 ans |
Robert Schumann | M | - |
James Madison University
| 4 ans |
Michael Sciortino | M | - |
James Madison University
| 4 ans |
John Gagliardi | M | - |
James Madison University
| 4 ans |
Joseph Robert Byrnes | M | - |
James Madison University
| 4 ans |
Zachary Weiss | M | - |
James Madison University
| 4 ans |
Kyle McCorry | M | - |
James Madison University
| 3 ans |
Farshid Javar | M | - |
James Madison University
| 4 ans |
Darren Appanah | M | - |
James Madison University
| 4 ans |
Mike Smyth | M | - |
James Madison University
| 4 ans |
Brendan Patrick Hughes | M | - |
James Madison University
| 5 ans |
Daniel Speed | M | - |
James Madison University
| 4 ans |
Derek M. Chipman | M | - |
James Madison University
| 4 ans |
Alex Roche | M | - |
James Madison University
| 4 ans |
Alex Carraway | M | - |
James Madison University
| 4 ans |
Statistiques
Pays | Relations | % du total |
---|---|---|
Etats-Unis | 56 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Kurt Evertz
- Réseau Personnel