Wayne Freeman Wilbanks

Director/Board Member at

Virginia Arts Festival

Finance

Consumer Services

Profile

Mr. Wayne F.
Wilbanks, CFA, is an Executive Managing Director at Clearstead Advisors, LLC.
He is on the Board of Directors at Virginia Arts Festival.
Mr. Wilbanks was previously employed as a Managing Principal & Portfolio Manager by Wilbanks, Smith & Thomas Asset Management LLC and a Trader by Clayton Brokerage Co. He graduated from Duke University with a degree in Economics, and he subsequently undertook study through Georgetown University’s Program of Comparative Business at Oxford University in England.
He holds the Chartered Financial Analyst designation and is a member of CFA Society Virginia.

Wayne Freeman Wilbanks active positions

Companies	Position	Start
Virginia Arts Festival Virginia Arts Festival Movies/EntertainmentConsumer Services Provides charitable theatrical performing arts	Director/Board Member	-
Clearstead Advisors, LLC Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection.	Portfolio Manager-Equities	2024-03-31

All active positions of Wayne Freeman Wilbanks

Former positions of Wayne Freeman Wilbanks

Companies	Position	End
Wilbanks, Smith & Thomas Asset Management LLC Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance WST provide their clients with investment advisory services that consists of discretionary asset management through use of equity, fixed-income and balanced (between equity securities such as stocks and fixed-income securities such as municipal and government bonds) portfolios. Their primary strategy is to diversify the portfolio by asset class, geography, market capitalization, and style. The long-term objective of each WST’s strategy is to achieve risk-adjusted returns that exceed those of comparable buy-and-hold strategies, primarily by reducing the experience of volatility that affects markets.	Founder	2024-05-12
Clayton Brokerage Co.	Corporate Officer/Principal	-

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Private companies	5
Wilbanks, Smith & Thomas Asset Management LLC Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance WST provide their clients with investment advisory services that consists of discretionary asset management through use of equity, fixed-income and balanced (between equity securities such as stocks and fixed-income securities such as municipal and government bonds) portfolios. Their primary strategy is to diversify the portfolio by asset class, geography, market capitalization, and style. The long-term objective of each WST’s strategy is to achieve risk-adjusted returns that exceed those of comparable buy-and-hold strategies, primarily by reducing the experience of volatility that affects markets.	Finance
Duke University Duke University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Clearstead Advisors, LLC Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection.	Finance
Virginia Arts Festival Virginia Arts Festival Movies/EntertainmentConsumer Services Provides charitable theatrical performing arts	Consumer Services
Clayton Brokerage Co.