Larry Bernert

Membre du Comité d'Investissement chez Wilbanks, Smith & Thomas Asset Management LLC

Finance

Consumer Services

Postes actifs de Larry Bernert

Sociétés	Poste	Début	Fin
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.	Gestionnaire de Portefeuille-Actions	01/01/2022	-
	Membre du Comité d'Investissement	01/10/1995	-
	Directeur de la Recherche - Actions	01/10/1995	-

Sociétés	Poste	Début	Fin
Morgan Keegan & Co., Inc. (Old) Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales	Corporate Officer/Principal	-	-

University of Virginia

Masters Business Admin

Internationale

Etats-Unis

Opérationnelle

Director of Research - Equity	1
Investment Committee Member	1
Portfolio Manager-Equities	1

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Finance	3
Consumer Services	2

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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
Morgan Keegan & Co., Inc. (Old) Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales	Finance

Entreprise privées

Finance