Winning Larger Clients in the New Decade
WEDNESDAY MARCH 3, 2021
3PM EST
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Agenda
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Tactical Investing
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High Yield/Fixed Income Market
Agenda
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Tuesday
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9:00am
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9:30am
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10:00am
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Wednesday
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9:00am
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9:30am
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10:00am
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About the Speakers
Roger Scheffel, CPA
Principal, Portfolio Manager
Wilbanks Smith & Thomas
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 inhouse 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.
Ryan Stallard
Portfolio Analyst
Wilbanks Smith & Thomas
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 distribution efforts, reporting and supporting communications with clients, intermediaries and data platforms with exposure to WSTCM’s products and various vehicles. In addition, 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.
Jhon doe
position, company
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Speakers
Jhon doe
position, company
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Jhon doe
position, company
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.