Kyle Elliot
Miembro del Comité de Inversión en Wilbanks, Smith & Thomas Asset Management LLC .
Perfil
Mr. David J.
Elliot is Principal & Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC.
He joined the firm in 2001, and he brings to bear over three decades of industry experience.
He is a member of the Wake County Estate Planning Council and the Advisory Board of the Salvation Army Community Center in Wake County, and previously in Durham County.
He is involved with the North Carolina Coastal Federation and serves as a member of their Inland Committee and Finance Committee.
He also participates on the Advisory Board of Band Together.
He serves on the firm’s Investment Committee.
He earned a BBA in Trust Management from Campbell University.
He is a graduate of the Southeastern Trust School and the College for Financial Planning, and he holds the Certified Financial Planner designation as well as the Series 66 securities license.
Cargos activos de Kyle Elliot
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Miembro del Comité de Inversión | 01/01/2001 |
Antiguos cargos conocidos de Kyle Elliot.
| Empresas | Cargo | Fin |
|---|---|---|
| Wachovia Bank, FSB | Corporate Officer/Principal | - |
Central Carolina Bank & Trust Co. (Chapel Hill, NC)
 Central Carolina Bank & Trust Co. (Chapel Hill, NC) Regional BanksFinance Central Carolina Bank & Trust Co. (CCB) offers complete banking and financial services to their customers in North and South Carolina. The bank is headquartered in Chapel Hill, North Carolina. | Corporate Officer/Principal | - |
Formación de Kyle Elliot.
| Campbell University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
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 |
Central Carolina Bank & Trust Co. (Chapel Hill, NC)
Central Carolina Bank & Trust Co. (Chapel Hill, NC) Regional BanksFinance Central Carolina Bank & Trust Co. (CCB) offers complete banking and financial services to their customers in North and South Carolina. The bank is headquartered in Chapel Hill, North Carolina. | Finance |
| Wachovia Bank, FSB | Finance |
- Bolsa de valores
- Insiders
- Kyle Elliot
