Dave Gilbert
Portfolio Manager-Equities at Sheets Smith Wealth Management
Profile
Mr. David B.
Gilbert, CFA MBA, is an Executive Vice President & Wealth Manager at Sheets Smith Wealth Management.
He has over 40 years of experience in the investment management business.
Prior to joining the company in 1994, Mr. Gilbert was President and co-founder of Salem Investment Counselors, Inc., where he was CEO and portfolio manager.
His earlier experience was with Wachovia Bank and Trust Company, N.A., in Winston-Salem where he served as Vice President in Capital Management.
He received a Master of Science of Business Administration with a concentration in Management from the University of North Carolina at Greensboro and a Bachelor of Arts degree in Psychology from the University of Arkansas.
Dave Gilbert active positions
| Companies | Position | Start |
|---|---|---|
Sheets Smith Wealth Management
 Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Portfolio Manager-Equities | 1993-12-31 |
Former positions of Dave Gilbert
| Companies | Position | End |
|---|---|---|
Salem Investment Counselors, Inc.
 Salem Investment Counselors, Inc. Investment ManagersFinance Salem Investment Counselors, Inc. (Salem) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Winston-Salem, North Carolina. The firm was founded by David Gilbert in 1979. Salem provides financial management expertise to individuals, foundations, corporations and professional organizations throughout the US. | Founder | 1994-01-30 |
| Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | - |
Training of Dave Gilbert
| The University of North Carolina at Greensboro | Graduate Degree |
| The University of Arkansas | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Sheets Smith Wealth Management
Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Finance |
Salem Investment Counselors, Inc.
Salem Investment Counselors, Inc. Investment ManagersFinance Salem Investment Counselors, Inc. (Salem) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Winston-Salem, North Carolina. The firm was founded by David Gilbert in 1979. Salem provides financial management expertise to individuals, foundations, corporations and professional organizations throughout the US. | Finance |
| Wachovia Bank NA (Charlotte, North Carolina) | Finance |
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