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.
Aktive Positionen von George Leonard Wyatt
| Unternehmen | Position | Beginn |
|---|---|---|
Smith, Salley & Associates LLC
Smith, Salley & Associates LLC Investment ManagersFinance Smith Salley primarily invests client assets in stocks and fixed income securities. The firm uses a bottom-up, fundamental approach to investments and focuses on individual companies, rather than just sectors. The firm aims to utilize an investment strategy that seeks to achieve a client’s goals at an acceptable level of risk. | Analyst-Festverzinsliche Wertpapiere | 01.07.2013 |
Ehemalige bekannte Positionen von George Leonard Wyatt
| Unternehmen | Position | Ende |
|---|---|---|
Banc of America Capital Management LLC
Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
Ausbildung von George Leonard Wyatt
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Smith, Salley & Associates LLC
Smith, Salley & Associates LLC Investment ManagersFinance Smith Salley primarily invests client assets in stocks and fixed income securities. The firm uses a bottom-up, fundamental approach to investments and focuses on individual companies, rather than just sectors. The firm aims to utilize an investment strategy that seeks to achieve a client’s goals at an acceptable level of risk. | Finance |
Banc of America Capital Management LLC
Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
Campbell University
Campbell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
















