Paul Arron Ferwerda
Mitglied des Investmentausschusses bei Wilbanks, Smith & Thomas Asset Management LLC
Profil
Mr. Paul A.
Ferwerda, CFA MBA, is a Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC.
He is a investment committee member, representing the firm out of Richmond, Virginia.
Prior to joining WST, he spent over 28 years at Thompson Siegel & Walmsley, where his responsibilities included investment analysis, marketing, client service and portfolio management.
He began his career at AmSouth Bank, where he spent five years and held similar responsibilities.
He graduated from Auburn University with a Bachelor of Business Administration in Finance and also earned an M.B.A.
from Duke University.
He holds the Chartered Financial Analyst designation and is a member of CFA Society Virginia.
Aktive Positionen von Paul Arron Ferwerda
Unternehmen | Position | Beginn |
---|---|---|
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. | Mitglied des Investmentausschusses | 01.04.2016 |
Ehemalige bekannte Positionen von Paul Arron Ferwerda
Unternehmen | Position | Ende |
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AmSouth Bank (Birmingham, Alabama) | Corporate Officer/Principal | - |
Thompson, Siegel & Walmsley LLC
Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a registered investment advisory firm headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW provides investment advisory and management services to individual and institutional clients. | Portfolio Manager-Aktien | - |
Ausbildung von Paul Arron Ferwerda
Auburn University | Undergraduate Degree |
Duke University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Thompson, Siegel & Walmsley LLC
Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a registered investment advisory firm headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW provides investment advisory and management services to individual and institutional clients. | Finance |
AmSouth Bank (Birmingham, Alabama) | 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 |