Roger Herman Scheffel
Mitglied des Investmentausschusses bei Wilbanks, Smith & Thomas Asset Management LLC
Profil
Mr. Roger H.
Scheffel, Jr., is Principal & Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC.
He is a member of the firm’s Investment Committee.
He also serves as Chief Investment Officer for WST Capital Management, the firm’s in-house ETF strategist.
Before joining WST in 2009, he held relationship and portfolio management responsibilities at a global wealth management and investment banking firm.
Prior to entering the financial services industry, he was a Senior Manager in Ernst & Young’s Private Client Services division.
His community activities include serving as a Board member of the Business Consortium for Arts Support, the Tidewater Community College Educational Foundation, and the Virginia Zoological Society.
He also serves on the Investment Committees of the Tidewater Community College Educational Foundation and the Robins Foundation.
He is a member of the 2001 Leadership Class with Lead Hampton Roads, a program of the Hampton Roads Chamber of Commerce.
He graduated from St. Mary’s University with a Bachelor of Business Administration in Accounting.
He is a member of the American Institute of CPA’s and the Personal Financial Planning Section and holds the Personal Financial Specialist credential.
He has taught Portfolio Management to MBA candidates as an adjunct professor at a local university.
Aktive Positionen von Roger Herman Scheffel
| 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 | 01.01.2009 |
Ehemalige bekannte Positionen von Roger Herman Scheffel
| Unternehmen | Position | Ende |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 31.08.2009 |
Wachovia Capital Markets LLC
 Wachovia Capital Markets LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC is the investment bank asset management and brokerage arm of Wells Fargo & Co. (NYSE: WFC). The firm is headquartered San Francisco. Their services include fixed-income sales and trading, equities sales and trading, market analysis and research and investment banking and advisory services. | Corporate Officer/Principal | 01.01.2003 |
Ernst & Young Capital Advisors LLC
 Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 31.12.1996 |
Ausbildung von Roger Herman Scheffel
| St. Mary's University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
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 |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Wachovia Capital Markets LLC
Wachovia Capital Markets LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC is the investment bank asset management and brokerage arm of Wells Fargo & Co. (NYSE: WFC). The firm is headquartered San Francisco. Their services include fixed-income sales and trading, equities sales and trading, market analysis and research and investment banking and advisory services. | Finance |
Ernst & Young Capital Advisors LLC
Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Finance |
