Paul Arron Ferwerda
Membre du Comité d'Investissement chez Wilbanks, Smith & Thomas Asset Management LLC
Profil
Mr. Paul A.
Ferwerda, CFA MBA, is a Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC.
He is a investment committee member, representing the firm out of Richmond, Virginia.
Prior to joining WST, he spent over 28 years at Thompson Siegel & Walmsley, where his responsibilities included investment analysis, marketing, client service and portfolio management.
He began his career at AmSouth Bank, where he spent five years and held similar responsibilities.
He graduated from Auburn University with a Bachelor of Business Administration in Finance and also earned an M.B.A.
from Duke University.
He holds the Chartered Financial Analyst designation and is a member of CFA Society Virginia.
Postes actifs de Paul Arron Ferwerda
| 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. | Membre du Comité d'Investissement | 01/04/2016 |
Anciens postes connus de Paul Arron Ferwerda
| Sociétés | Poste | Fin |
|---|---|---|
| AmSouth Bank (Birmingham, Alabama) | Corporate Officer/Principal | - |
Thompson, Siegel & Walmsley LLC
 Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a registered investment advisory firm headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW provides investment advisory and management services to individual and institutional clients. | Gestionnaire de Portefeuille-Actions | - |
Formation de Paul Arron Ferwerda
| Auburn University | Undergraduate Degree |
| Duke University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Thompson, Siegel & Walmsley LLC
Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a registered investment advisory firm headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW provides investment advisory and management services to individual and institutional clients. | Finance |
| AmSouth Bank (Birmingham, Alabama) | Finance |
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 |