Portfolio Management Team
WesBanco Trust and Investment Services takes great pride in the fact that four of
our seven Investment Advisors are Chartered Financial Analysts.
First awarded in 1963, the Chartered Financial Analyst (CFA) charter has become
known as the gold standard of professional credentials within the global investment
community. Around the world, investors recognize the CFA designation as the definitive
standard for measuring competence and integrity in the fields of portfolio management
and investment analysis. Because of the rigor of the program, only about one in
five candidates who enter the program pass all three exams and successfully complete
all the requirements to earn the charter.
The Business of Investment Management
Managing equity portfolios, which are diverse across many sectors of the economy,
can be complex. Utilizing a team approach, WesBanco allows the individual portfolio
managers to specialize in sectors of the economy and maintain broad market expertise.
The Investment Review Meeting provides a forum for Relationship Managers and Trust
Officers to meet with other members of the Portfolio Management Team. These meetings
give the entire team an opportunity to listen, ask questions and position themselves
to understand decisions being made on individual portfolios.
Utilizing an independent provider of performance measurement allows the client to
track the performance of their portfolio against appropriate benchmarks and truly
gauge the effectiveness of the manager. Investment review reports are available
on an annual, semi-annual, quarterly or monthly basis.
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Portfolio Management Team:
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David B. Ellwood, CFA
Executive Vice President
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Steve Kellas, CFA
Senior Vice President
Sr. Investment Officer
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Michael D. Klick, CFA
Vice President
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Robert Becerra
Vice President
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Scott Love
Vice President
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Thomas C. Farnsworth
Sr. Investment Officer
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Melvin W. Kahle, III
Investment Officer
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Gary H. Maxwell
Investment Officer
Securities Trading
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James L Sayre
Assistant Investment Officer
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Not a deposit Not FDIC insured
Not insured by any federal government agency
Not guaranteed by the bank May go down in value
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