Tom Bates, CFA
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.