Profil
Mr. Stephen J.
Bowery, CFA, is a Principal & Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC.
He is also a member of the firm's Investment Committee.
He previously served as President of Virginia Capital Strategies (VCS), a Roanoke-based investment management firm that joined WST in January 2020.
He brings to bear over 30 years of financial industry experience – including holding roles as Research Analyst, Portfolio Manager, Fund Manager and Client Service Officer.
He formed Virginia Capital Strategies (VCS) in 2001.
Mr. Bowery received an MBA from Wake Forest University.
He holds the Chartered Financial Analyst (CFA) designation and earned his Certified Financial Planning (CFP) status.
Postes actifs de Seve Bowery
| Sociétés | Poste | Début |
|---|---|---|
Virginia Capital Strategies, Inc.
 Virginia Capital Strategies, Inc. Investment ManagersFinance Part of Clearstead Advisors, LLC, Virginia Capital Strategies, Inc. is a company that provides investment advisory services. The company is based in Roanoke, VA. Virginia Capital Strategies was acquired by Wilbanks, Smith & Thomas Asset Management LLC, part of Clearstead Advisors, LLC from April 01, 2024 on January 31, 2020. | President | - |
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 | 01/01/2020 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Virginia Capital Strategies, Inc.
Virginia Capital Strategies, Inc. Investment ManagersFinance Part of Clearstead Advisors, LLC, Virginia Capital Strategies, Inc. is a company that provides investment advisory services. The company is based in Roanoke, VA. Virginia Capital Strategies was acquired by Wilbanks, Smith & Thomas Asset Management LLC, part of Clearstead Advisors, LLC from April 01, 2024 on January 31, 2020. | 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 |
