In her role as a Client Associate, Su supports the Roanoke team’s relationship management efforts as a day-to-day point of contact for clients and related parties, serving as a liaison between the firm’s various functional groups. Su has over 34 years of experience in the finance industry – most recently serving as VP, Director of Business Administration for Virginia Capital Strategies (VCS), a Roanoke-based investment management firm that joined WST in January 2020.
Su was born in Asheville, NC and grew up in Roanoke, VA. In her free time, she can be found volunteering for West End Center for Youth, listening to music, attending art exhibits, traveling and spending quality time with her family – husband, David Taylor, four children, three grandchildren and dog, Daisy Lucille.
Alondra joined WST in 2019 as a Portfolio Manager/Research Analyst, having served previously in a similar capacity at US Trust. In her role, she is responsible for investment research, account management and nurturing client relationships within the firm’s high-net worth and institutional lines of business.
Alondra relocated to Hampton Roads with her husband in 2019. She was born in El Paso, TX, grew up in Ciudad Juarez, Mexico and after graduating high school moved to Houston to attend the University of Houston, where she obtained a bachelor’s degree in Finance. Alondra speaks fluent Spanish and has earned the Chartered Financial Analyst designation.
In her free time, Alondra enjoys going to the gym, cooking, reading, listening to her favorite podcasts and spending time with her husband and two dogs.
As an Operations Associate, Abbey helps supervise and execute daily account reconciliation as well as assists in other special projects in support of portfolio management and reporting. Prior to joining the team, Abbey held the role of Budget Assistant for the University of St. Francis, located in Joliet, IL — processing and creating purchase orders and expense reports, writing and distributing educational materials, and establishing university club budgets.
Abbey was raised in Wilmington, IL and received her bachelor’s in Business Administration, with a focus in management and finance, from the University of St. Francis before relocating to Norfolk, VA in 2020. In her free time, she enjoys all outdoor activities — included but not limited to kayaking, hiking, boating, and swimming. Abbey has also spent her free time volunteering for Kuzma Care Cottage in Wilmington, IL (a food bank for the community), Riverside Hospital in Kankakee, IL, and assisted with domestic work trips in Illinois building and repairing homes. She is currently a member of the Downtown 100 — a young professionals organization committed to community work in Norfolk.
As the firm’s Client Strategist, Wayne collaborates with Portfolio Management teams in the development of detailed, strategic financial plans for the firm’s high net worth clients. He is based out of the firm’s Raleigh office and is a member of the Investment Committee. Before joining WST in early 2018, he worked as a Financial Advisor at Northwestern Mutual Wealth Management and, prior to that, served as Regional Director at Hatteras Funds, focused on hedge fund and private equity portfolio construction for registered investment advisors and family offices. Wayne began his career in institutional fixed income sales and trading at Carolina Capital Markets.
A native of Augusta, Georgia, Wayne lives in Chapel Hill with his wife, daughter and son. He earned a bachelor's degree in History from Furman University, is a CERTIFIED FINANCIAL PLANNER™ and holds the Chartered Alternative Investment Analyst (CAIA) designation. Wayne is an active volunteer with The First Tee of the Triangle and Extraordinary Ventures.
In his role as a Portfolio Manager/ Research Analyst and Investment Committee member, Dan supports efforts to serve the firm’s wealth management clients and executes wide-ranging research initiatives focused on macro trends, asset allocation, and risk management. Prior to joining WST in 2016, he held the role of Director of Research at a Richmond-based investment advisory firm, as a portfolio strategist at a broker/dealer, and as a portfolio manager/research analyst within the trust division of a large regional banking organization.
Dan grew up in Greenville, South Carolina, and graduated from the University of Georgia’s Terry College of Business. A CFA charter-holder, he is a member of the CFA Institute and serves on the board of the CFA Society Virginia. He serves as Treasurer and a Den Leader of Cub Scout Pack 747 in the Heart of Virginia Council of the Boy Scouts of America and is an active member of All Saints Episcopal Church (Richmond). Dan and his wife have four children, and his spare time is spent cheering on their endeavors in little league baseball, youth basketball, gymnastics, and swimming.
Scott is a Portfolio Manager who sits on the firm’s Investment Committee and is responsible for both investment research and portfolio management. He has over two decades of industry experience, and his WST tenure began in equities trading; prior to joining WST in 1999, he held a trading, IT and operations-related role at national broker-dealer.
Scott, a Virginia Beach native, graduated from Old Dominion University with a Bachelor of Science in Business Administration and Economics. He holds the Certified Financial Planner designation, his Series 65 and his Health & Life Insurance license. Scott is a member of the LEAD Hampton Roads class of 2016, and is registered with the National Football League Players’ Association (NFLPA) Financial Advisor Program, a pioneering program designed to protect NFL players against fraud and unethical advisor practices. He volunteers for and undertakes an annual mission trip through ORPHANetwork, which provides aid for abandoned children in Nicaragua. Scott and his wife have two children.
As Executive Secretary, Susan serves as the administrative linchpin for the firm’s Principals, liaising between WST’s functional units, facilitating client service, and supporting the firm’s client-first focus. She has over 20 years' experience as a Business Office Manager prior to her joining the firm.
Susan, born in Mississippi and raised in Hampton, VA, studied Public Relations at Old Dominion University. She spends her free time cooking, going to the beach/ Outer Banks, and entertaining guests with her husband, daughter, two dogs, and cat.
Working as a Client Associate, Maggie supports relationship-building and administrative aspects of the North Carolina-based client service effort. In the effort to deliver personalized service for the firm’s clients, she handles routine and complex requests, also serving as a point of contact for brokers, accountants and other parties working to preserve and grow client wealth. Prior to joining the firm in 2009, Maggie held creative and editorial responsibilities as an account manager and new business coordinator at a Chicago-based advertising firm.
Maggie earned a Political Science degree from Illinois State University. An Illinois native, she remains an avid fan of the Chicago Cubs, and her personal interests include traveling, beach-going and volunteering for the United Way, Habitat for Humanity and Step Up for Down Syndrome.
Leveraging three decades of industry experience, MacKenzie serves as a Client Associate supporting and helping to manage the firm’s North Carolina operations. In her role on the Client Services Team, she is tasked with daily account administration, management of custodial arrangements, and personalized, consistent support of valued client relationships. Prior to joining the firm, MacKenzie held management roles in operational, compliance and sales functions at Legg Mason and several Norfolk-based brokers.
MacKenzie is a Hampton Roads native and studied Business Administration at University of Mary Washington. She is active with the Children’s Hospital of the King’s Daughters, serves on the Board of Western Branch Philanthropy and serves the United Way of South Hampton Roads as a member of the New Agency Certification Panel and Agency Funding Review Panel. Her passion for animals keeps her involved with local shelters and rescue organizations as well. Her personal interests include travel, cooking, entertaining and spending time with her husband, son and puppies.
A member of the team since 2006, Brianna is a Relationship Manager positioned to enhance strong client relationships, improve operational efficiency, and ensure service expectations are met and exceeded. She is responsible for transition management and onboarding, serves as a point of contact for her clients and acts as liaison to various members of the WST team. She works closely with the Portfolio Manager to scope and refine customized planning and investment solutions, and she is relied on for proactive problem resolution and the overall delivery and daily management of the client experience. Brianna has two decades of industry experience spanning client service and trade-related roles at Raymond James and American Funds.
Brianna has a business degree from the University of South Florida and an MBA from Old Dominion University, as well as her Series 65. She, her husband and their two children enjoy travel and the outdoors and are active in local youth sports. Brianna is also a volunteer with YWCA of South Hampton Roads and a member of United Way’s Women United and the young professionals group, tHRive.
In his role as a Client Associate, Ericken focuses on the firm’s sub-advisory (Advisor Solutions) book of business, executing deliverables, facilitating data management and coordinating new investments. Prior to joining WST in 2019, Ericken held the position of Research Associate for a wealth management firm based in Williamsburg, VA – with responsibilities ranging from researching and preparing financial plans for delivery to delegating client service tasks and creating financial planning, project development and research/ portfolio processes.
Ericken was born and raised in the Hampton Roads area and earned his bachelor’s in business administration and management from Regent University. In his free time, Ericken can be found creating music, at a coffee shop with his wife, Vicky, or volunteering for a young adult community in Norfolk.
Vanessa serves as General Counsel and Chief Compliance Officer at WST. She oversees all legal and compliance matters at the firm. Vanessa has spent her career serving as General Counsel of public and private companies, with a practice focused on compliance, operations, organizational development, human resources and transactional matters for fast-paced, growth oriented, locally based companies with nation-wide presence. Vanessa was awarded the “Top 40 Under 40” award in 2019. She is also the former chair of the American Bar Association Corporate Counsel Committee, Franchising and SHRM Director of Legal Affairs.
Born and raised in Brooklyn, New York, Vanessa earned her B.A. in 2002 from Wagner College in New York and later earned her J.D. from William and Mary College of Law in 2005. Vanessa lives with her family in Virginia Beach and enjoys traveling the world and embracing new cultures with her young children.
Sarah serves as Operations & Performance Director for WST. A member of the firm’s Investment and Compliance Committees, she directs account administration and is responsible for defining and maintaining firm composites. Sarah oversees the implementation the Global Investment Performance Standards (GIPS®) and supervises GIPS® marketing compliance efforts. Sarah served previously as the firm's Chief Compliance Officer. She joined WST in 2011 after spending several years as a Financial Account Manager for a Virginia Beach-based company.
A Virginia Beach native, Sarah graduated from James Madison University with a bachelor of Business Administration in Finance. She is active in the community through Hampton Roads Community Foundation’s Community Leadership Partners and the United Way’s Young Philanthropists, and she enjoys spending her down time at the beach and with her family, friends, and dog.
Julie serves as a Receptionist for WST. Prior to joining the firm, she spent 26 years with Robert Half International in numerous positions including her most recent role as Receptionist/ Administrative Assistant.
Raised in the western suburb of Cleveland (Olmsted Falls, Ohio), Julie received her Bachelor of Business Administration in Finance from Cleveland State University prior to relocating to the Hampton Roads area. In her free time, Julie enjoys boating, reading and spending time with her family and friends, or volunteering at organizations such as the Food Bank, SPCA and the H.E.R. Shelter.
Working as a Client Associate, Robert focuses on supporting and assisting the firm’s Roanoke operations – including daily account administration and team’s relationship management efforts as a day-to-day point of contact for clients and related parties. Prior to joining WST in 2020, Robert interned for a wealth management firm located in Knoxville, TN.
Born in Richmond, VA, Robert grew up in Lynchburg before relocating to Tennessee where he graduated from the University of Tennessee with a bachelor’s in Business Administration – focusing on Finance and Economics. In his free time, you can find Robert playing and watching sports as well as spending time with his family and friends.
Theresa serves as Chief Financial Officer and Chief Operations Officer at WST; she is responsible for top-down oversight of the firm. After serving for seven years as Director of Operations at a local company, Theresa joined WST in 2008; her tenure at the firm has spanned roles in finance, human resources, compliance and operations, and has seen her awarded a local "Top 40 Under 40" award in 2011, a place in the LEAD Hampton Roads Class of 2011, and a "Women in Business" award in 2012. She is proud of the firm’s receipt of the Volunteer Excellence Award and its consistent placement on the annual "Best Places to Work" list.
A native of New Jersey, Theresa graduated from the University of Tennessee and later continued her education at Old Dominion University. She settled in the area after marrying a Virginia Beach native; she and her husband have three children and spend their free time at the beach, riding bikes and sampling new restaurants as a family.
Maria joined the firm as Marketing Strategist in spring 2018, bringing to bear over five years’ experience in roles spanning digital strategy, content strategy and content marketing. Most recently she served as a Digital Strategist at a local financial services company.
Maria was born in Moscow, lived in Tokyo and grew up in Champaign, Illinois, graduating from Illinois State University before relocating to Hampton Roads. She holds a Bachelor of Science in Marketing, with a focus in Integrated Marketing Communications, and speaks Russian fluently. In her free time Maria lends her talents as a photographer to small businesses, spends time outdoors and stays active with bouldering.
Jennifer joined WST in 2019 as an Operations Associate where she helps supervise and execute daily account reconciliation and assists in other special projects in support of portfolio management and reporting. Prior to joining the team, Jennifer held the role of District Sports Director for YMCA of South Hampton Roads. Former experience includes college athletics marketing and administration, and the position of motion graphics coordinator for ESPN.
Jennifer was born and raised in East Windsor, CT and received her bachelor’s and M.S. in sports management from University of Connecticut before relocating to Norfolk. In her free time, she enjoys staying active with ultimate frisbee and other outdoor sports, as well as spending time with her fiancée and puppy, cheering on UConn women’s basketball and trying new coffee shops.
Kyle is a Portfolio Manager and Principal, managing client relationships and leading WST’s North Carolina-based efforts out of Raleigh. He serves on the firm’s Investment Committee. Kyle joined the firm in 2001, and he brings to bear over three decades of industry experience.
Kyle, a native of Tuscaloosa, Alabama, 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 holds the Certified Financial Planner designation as well as the Series 66 securities license.
Kyle is a member of the Campbell University Trust Education Foundation Advisory Board, the Wake County Estate Planning Council and the Salvation Army of Wake County Advisory Board – also serving as a member of the Red Shield Club Committee of Raleigh. Additionally, he is on the Board of Directors for the North Carolina Coastal Federation – serving as a member of their Inland Committee and Finance Committee – and on the Board of Directors for Band Together. Kyle enjoys hunting, playing music and spending time with his family at the beach; he and his wife have two daughters.
As a Research Analyst and Trader, Danny conducts research in support of the firm’s Multi-Cap investment strategy, assists in alternative investment analysis, and supports custom portfolio analysis. Prior to joining WST, he interned at Coho Partners, Ltd. where he conducted fundamental equity research and generated dividend discount models for potential investments, along with other research initiatives.
Danny was born and raised in Davidson, North Carolina. He received his bachelor's from the University of Richmond and a Master of Science in Finance degree from Villanova University. He has passed the Chartered Financial Analyst Level I exam. In his spare time, Danny enjoys playing golf, basketball, working out, and watching the Charlotte Hornets.
Paul serves as Portfolio Manager and 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. Paul began his career at AmSouth Bank, where he spent five years and held similar responsibilities.
Paul 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.
As an Accounting Associate, Denise assists the Controller with accounts payable and time tracking. She also assists the Billing & Portfolio Administrator with quarterly and final billing. Prior to joining the firm in spring 2019, she enjoyed an expanding career in non-profit administration and performing arts production.
Originally from Virginia Beach, Denise earned her bachelor’s degree from University of Richmond and worked in Louisville, Buffalo, Chicago, and Harrisonburg before returning to Norfolk in 2013. She is active in the community as treasurer of Spotlight News and a member of the Downtown100, and she volunteers with the Downtown Norfolk Council, NEST, and Spotlight News. In her spare time, Denise enjoys cooking with friends and family, reading, and attending theatre, music, and dance performances.
Mark is a Principal and Portfolio Manager at WST; he sits on the firm’s Investment Committee and helps direct analyst research initiatives. Prior to joining WST in 2001, he served as Vice President and Head of Investment Research at a regional investment advisory firm. Mark began his finance career in banking roles specializing in bankruptcy and distressed debt restructuring.
A Virginia Beach native, Mark graduated from the McIntire School of Commerce at the University of Virginia with a degree in Commerce. He also earned an MBA from the Darden Graduate School of Business Administration at the University of Virginia.
Mark serves on the boards of the Old Dominion University Educational Foundation, the Eastern Virginia Medical School and the Norfolk Botanical Gardens Foundation. He spends his free time with his wife and their three children.
Christine joined WST in 2019 as an Operations Associate where she helps supervise and execute daily account reconciliation and assists in other special projects in support of portfolio management and reporting. Prior to joining the team, Christine held the role of Marketing Intern for Philadelphia Insurance Companies in Seattle, WA.
Christine was born and raised in the Seattle, WA area and received her bachelor’s in Applied Mathematics along with a minor in Creative Writing from Seattle University, prior to relocating to Norfolk, VA in 2019. In her free time, she enjoys playing soccer, reading, watching movies and baking.
As Director of Quantitative Strategies, Dave leads the firm’s quantitative investing research and development effort.
Dave’s expertise covers sector rotation, adaptive momentum, machine learning used in multi-tiered risk management, tail risk protection and robust asset allocation algorithms. Due in large part to his pioneering work on rules-based, quantitative strategies executed via ETFs, WST today offers an integrated platform of risk-managed strategies through WST Capital Management.
Prior to joining WST in 2014, Dave spent 20 years applying advanced algorithms to complex distributed systems; he holds multiple patents for rate adaptive video and visual collaboration. Dave first became interested in model development for quantitative investing nearly a decade ago, and from 2009 to 2014 he was a part-time consultant for CSS Analytics, a leading blog and research outfit in quantitative investing space. Dave leverages his extensive, experience in the construction and maintenance of quantitative models upon which WSTCM strategies are built.
A native of Cedar Rapids, Iowa, Dave graduated with highest distinction from Northwestern University’s McCormick School of Engineering, where he studied computer science; he holds a masters in Computer Science from the University of Toronto. Dave, his wife and two children live in Chesapeake; in his free time, he enjoys golfing and being poolside at his kids’ swim meets.
Amie is a Research Analyst and Portfolio Manager; in her role, she serves on the firm’s Investment Committee and is responsible for investment research, account management and client relationships on the wealth management side of the business. Prior to joining WST, Amie worked at Waypoint Advisors, an RIA in Norfolk, conducting research on various asset classes.
Amie was born and raised in Franklin, Virginia. She earned from Longwood College a bachelor’s degree in Business Administration with a minor in Economics, and a Master of Business Administration from Old Dominion University. She also holds the Chartered Financial Analyst designation and is a member of CFA Virginia.
Amie is a member of the LEAD Hampton Roads class of 2013. She serves on the board for Edmarc Hospice for Children and is chair of the foundation committee. She enjoys tennis, running and spending time with her husband and two daughters.
In her role as a Client Associate, Kristen supports her team’s relationship management efforts as a day-to-day point of contact for clients and related parties, serving as a liaison between the firm’s various functional groups. Kristen joined WST in 2018 with eight years’ industry experience spanning operations, compliance and banking.
Kristen was born and raised in Virginia Beach and earned her bachelors as well as an MBA from Liberty University. In her free time, she can be found traveling, biking, playing tennis and spending time with her fiancé and daughter. She also enjoys volunteering at the Ronald McDonald House and the Virginia Beach City Public Schools Beach Bags Program.
As a Research Analyst, Tom conducts research in support of the firm’s effort to hone macroeconomic views, develop investment models and refine strategies for various client types. Prior to joining WST, he worked as a Research Assistant at Wisehaupt Bray Asset Management in Jupiter, Florida.
A native of Jupiter and an alumnus of the University of Central Florida, Tom relocated to Norfolk in 2017. He holds the Chartered Financial Analyst designation. In his spare time, he enjoys playing golf, working out, or spending time at the beach.
Larry is a Principal and Portfolio Manager at WST; he sits on the Investment Committee and previously served as the firm’s Director of Research. He joined the firm in 1995.
Larry graduated from the University of Virginia with a bachelor's in English Literature, undertaking study at Cambridge University in England while pursuing that degree. He received an MBA from the Darden School of Business at the University of Virginia and holds the Chartered Financial Analyst (CFA) designation.
Larry is active as a Board member for the Employees Retirement System of the City of Norfolk, where he chairs the System’s Investment Committee. He also serves as a Trustee and Investment Committee Chair at Norfolk Academy, and as the Board Chair of the Children's Health Foundation, which supports the Children’s Hospital of The King’s Daughters.
A WST fixture since the firm’s establishment, Suzanne O’Donnell serves as a Client Associate supporting Managing Principal/ Chief Investment Officer Wayne Wilbanks, with whom she has worked since day one. Suzanne acts as a day-to-day contact for clients, facilitating account openings, transfers and routine transactions. She most enjoys relationship-building with clients, and she is proud to be an integral part of the firm’s history.
Suzanne earned a degree in Business Management from Mary Baldwin College. A native of Norfolk, she supports our local community through the American Red Cross, CHKD, and United Way. In addition to doing charity work, Suzanne also enjoys spending time with her husband and two daughters.
Wayne, a co-founder of WST, serves as the firm’s Managing Principal and Chief Investment Officer and chairs the firm’s Investment Committee. Prior to the establishment of WST in 1990, Wayne co-founded a regional investment advisory firm where he served as Senior Portfolio Manager and Director of Research. Wayne brings to bear over 35 years of investment experience and extensive training across asset classes and investment styles. He is a regular guest on CNBC, Bloomberg Financial News, and Bloomberg Radio, and is quoted often in publications including Bloomberg News, The Wall Street Journal, and The Virginian Pilot.
Wayne, a North Carolina native, 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 is particularly proud of the firm’s cultural emphasis on community engagement and service, and he currently serves as Chair of the Eastern Virginia Medical School Foundation Board of Trustees and on the Boards of Directors for the Virginia Arts Festival, the Greater Norfolk Corporation, the Access College Fund and the Slover Library in downtown Norfolk. He served formerly on the Board of Trustees for the Chrysler Museum and the Nicholas School of the Environment at Duke University. In his free time, Wayne enjoys tennis, skiing, sailing and spending time with his wife, Ashlin, and their two daughters.
Steve is a Principal, Portfolio Manager and member of the firm's Investment Committee – having previously served as President of Virginia Capital Strategies (VCS), a Roanoke-based investment management firm that joined WST in January 2020. Steve brings to bear over 30 years of financial industry experience – including holding roles as Research Analyst, Portfolio Manager, Fund Manager and Client Service Officer. He formed Virginia Capital Strategies (VCS) in 2001.
A native of Roanoke, Virginia, Steve received a Bachelor of Arts degree from Emory & Henry College where he also participated on the football team and received an MBA from Wake Forest University. He holds the Chartered Financial Analyst (CFA) designation and earned his Certified Financial Planning (CFP) status.
Steve actively serves as Board Treasurer of Center in the Square, where he has launched a number of successful initiatives, including the Roanoke Pinball Museum. Until recently, he served as Board Chair of Roanoke Ballet Theater and as Trustee of Patrick Henry Family Services – a position he held for nearly 30 years. He, his wife Joy and children Ben, Jake and Eli attend Windsor Hills United Methodist Church, where Steve serves as the Chairman of the Finance Committee. In his free time, he enjoys staying active and watching his children play sports (swimming and baseball).
In her role as a Client Associate, Abigail supports her team’s relationship management efforts as a day-to-day point of contact for clients and related parties, serving as a liaison between the firm’s various functional groups. Abigail has over 5 years of experience in the finance industry – most recently serving as an investment processing assistant at Lincoln Financial Securities before joining WST in September 2019.
Abigail is a native to the Hampton Roads area and has received the Series 6 and 63 licenses. In her free time, she can be found spending time at the beach, taking part in local festivals and 5k runs, grilling out on the deck or enjoying thriller movies with her husband.
Magdalene serves as a Trader and Research Analyst. She joined the firm in 2012 as a Portfolio Administrator focused on account monitoring and reconciliation.
A native of Hampton Roads, Magdalene graduated as a Finance and Management double-major from Pensacola Christian College. She is currently pursuing the Chartered Financial Analyst designation, having passed the Level I exam. In her free time, Magdalene enjoys trying new coffee shops, running, and weight-lifting and is an active member of Colonial Baptist Church.
Tom oversees the firm’s trading operations, serves as a quantitative strategist, is the lead Portfolio Manager on key strategies managed through WST Capital Management and is a member of the Investment Committee. Prior to joining WST in 2005, he served as a Portfolio Manager at a regional investment advisory firm.
Born on Long Island, New York, Tom graduated from James Madison University with a Bachelor of Business Administration in Finance and a minor in Economics. He holds the professional designations of Chartered Market Technician and Chartered Financial Analyst. He spends his free time with his wife and two children, and plays guitar and piano in a band.
Roger is a Principal, Portfolio Manager and 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, Roger 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.
A native of Texas, Roger 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. Roger has taught Portfolio Management to MBA candidates as an adjunct professor at a local university.
Current community activities include serving as a Board member of the Tidewater Community College Educational and the Robins Foundation. Roger also serves on the Investment Committees of the Tidewater Community College Educational Foundation and the Robins Foundation. Roger is a member of the 2001 Leadership Class with Lead Hampton Roads, a program of the Hampton Roads Chamber of Commerce. He spends his free time golfing, camping and woodworking; he and his wife live in Virginia Beach.
Ryan joined WST in 2018 as a Product Associate focused on WST Capital Management, the firm’s ETF strategist division, and was promoted to the role of Portfolio Analyst in 2019. He is responsible for reporting and supporting communications with clients, intermediaries and data platforms with exposure to WSTCM’s products and various vehicles, and he supports development of investment proposals and production of custom portfolio analysis within the firm's sub-advisory line of business. He sits on the firm’s Investment Committee.
Ryan, a native of Virginia Beach, graduated from Old Dominion University with a bachelor’s in Business Administration, with a major in Finance and a Minor in Economics. He has passed the Chartered Financial Analyst Level I exam. In his free time, he enjoys fishing, snowboarding, basketball and spending time at the beach with his dogs.
A presence at the firm since 1999, Heather is a deeply experienced equities trader whose responsibilities include facilitating buys and sells, raising cash and representing the firm in custodial and broker interactions. She values both the importance of her work to client experience as well as the independence her role affords. Prior to joining WST, she worked as a retirement plan specialist at a regional brokerage firm.
Heather is a Hampton Roads native and she holds a degree in Criminal Justice from Old Dominion University. She is proud of her three sons and enjoys spending time boating and at the beach with family.
As an Accounting Associate, Marcela oversees the calculation and billing of client management fees and external fee-related arrangements, and she is ultimately responsible for the firm’s revenue projections. Prior to joining the firm in 2012, she held a portfolio management role at U.S. Bank’s Private Asset Management division.
Marcela is a Brooklyn native who spent time in the Northeastern and Midwestern U.S. before settling in Virginia Beach; she holds a degree in Finance from Rutgers University. She enjoys cooking and golfing and, as an active member for the Chesapeake Beach Civic League, she commits her free time to the advancement and beautification of her beachfront neighborhood.
As a Client Associate, Jamie serves as a go-to resource and point of contact for clients, all the while executing deliverables, facilitating data management and coordinating new investments. Jamie joined WST in 2017, bringing with her nearly two decades of client-facing experience, including nine years at American Funds.
A native of Cedar Falls, Iowa, Jamie studied at the University of Northern Iowa before relocating to Hampton Roads in 2001. She is active with the Salvation Army and Children’s Hospital of the King’s Daughters. Jamie enjoys reading, movies, visiting Busch Gardens and Ocean Breeze and spending time with her husband, two daughters and their houseful of pets.
Wade serves as a Portfolio Manager and Investment Committee member based out of the firm’s Raleigh, North Carolina office. In his role, Wade provides comprehensive wealth management services spanning strategic financial planning and investment management. He also partners with financial intermediaries through the firm's Advisor Solutions practice.
Prior to joining WST in 2014, Wade spent six years at RidgeWorth Investments, most recently serving as Vice President and Wealth Advisor Consultant. In this role, he managed sales and distribution of RidgeWorth’s asset management strategies throughout parts of the Mid-Atlantic and Southeast regions. Wade began his career at Enterprise Capital Management, serving as a consultant to individuals and financial intermediaries.
Wade, an Alabama native, graduated from Auburn University with a Bachelor of Business Administration in Finance and holds the Certified Investment Management Analyst® designation, administered through the Investment Management Consultants Association and taught by The Wharton School of the University of Pennsylvania. In addition he is a CERTIFIED FINANCIAL PLANNER™, and holds the Chartered Retirement Plan Specialist and Chartered Mutual Fund Specialist designations, both offered through the College for Financial Planning. Wade sits on the Board of Beginnings, a non-profit focused on support for families with hearing-impaired children. He and his wife have two children.
employees are active, proud community members and leaders.