Robert Downing Mundin
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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Kurt Evertz | 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 |
| 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 |
|---|---|---|---|---|
| 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 |
| 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 |
| Molly Thessin | F | - |
University of Tennessee
| 4 ans |
| Hassan Saleem | M | - |
University of Tennessee
| 4 ans |
| Katie S. Winchester | F | 83 |
University of Tennessee
| - |
| 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 |
| Raja Jubran | M | 66 |
University of Tennessee
| 6 ans |
| Stefan Hatfield | M | - |
University of Tennessee
| 3 ans |
| Michael Stephen Cermak | M | - |
University of Tennessee
| 4 ans |
| Trip Underwood | M | - |
University of Tennessee
| 4 ans |
| Stacey Berner | M | - |
University of Tennessee
| 1 ans |
| John Hopkins | M | - |
University of Tennessee
| 5 ans |
| Charles West | M | - |
University of Tennessee
| 4 ans |
| Andrew Cox | M | - |
University of Tennessee
| 4 ans |
| Eli Carter | M | - |
University of Tennessee
| 4 ans |
Statistiques
| Pays | Relations | % du total |
|---|---|---|
| Etats-Unis | 35 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Robert Downing Mundin
- Réseau Personnel
