George Leonard Wyatt
Analyst-Fixed Income chez Smith, Salley & Associates LLC
Profil
Mr. George L.
Wyatt is a Fixed Income Analyst & Client Service Specialist at Smith, Salley & Associates LLC.
He has over five years of experience in trust administration, risk management and planning.
He is a member of Forsyth Country Club.
His primary focus at the firm is on the execution of the fixed income strategies and bond portfolios.
His other duties include trading, portfolio administration, investment analysis, and client service.
Mr. Wyatt joined Smith Salley in July of 2013 with over 5 years of experience in trust administration, risk management and planning.
Prior to joining SSA, he was Trust Administrative Officer II with U.S.
Trust, Bank of America Private Wealth Management in Boston.
He received his Bachelor of Business Administration from Campbell University, majoring in Trust and Investment Management and minoring in Financial Planning.
Postes actifs de George Leonard Wyatt
| Sociétés | Poste | Début |
|---|---|---|
Smith, Salley & Associates LLC
 Smith, Salley & Associates LLC Investment ManagersFinance Smith Salley & Associates LLC, do-business-as Smith Salley Wealth Management (Smith Salley), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greensboro, North Carolina. The firm was founded in 2003 by Gregory Smith, Jr. and G. Mackay Salley. Smith Salley provides comprehensive financial planning, investment management and trust services to individuals, high net-worth individuals, corporations, banks, trusts and charitable organizations. | Analyst-Fixed Income | 01/07/2013 |
Anciens postes connus de George Leonard Wyatt
| Sociétés | Poste | Fin |
|---|---|---|
| Banc of America Capital Management LLC | Corporate Officer/Principal | - |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Formation de George Leonard Wyatt
| Campbell University | Undergraduate Degree |
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Smith, Salley & Associates LLC
Smith, Salley & Associates LLC Investment ManagersFinance Smith Salley & Associates LLC, do-business-as Smith Salley Wealth Management (Smith Salley), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greensboro, North Carolina. The firm was founded in 2003 by Gregory Smith, Jr. and G. Mackay Salley. Smith Salley provides comprehensive financial planning, investment management and trust services to individuals, high net-worth individuals, corporations, banks, trusts and charitable organizations. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
| Banc of America Capital Management LLC | Finance |
