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Investment Management Couple

Investment Management Services1

WesBanco Trust and Investment Services offers professional management and investment solutions to individuals and institutions to help them meet their long-term investment goals and objectives.

A disciplined, active investment approach

We offer access to a wide array of mutual funds and separately managed accounts across most asset classes and investment styles. Through a disciplined, active investment approach we are able to develop financial strategies that help you pursue and achieve your objectives. Our staff of investment professionals offers extensive experience in the management of investment portfolios, as well as equity and fixed income research and analysis.

Portfolio Management Team

“How much of my portfolio should I invest in stocks?”
“How much could my portfolio decline when the next recession occurs?”
“What growth rate can I expect from my portfolio over the long-term?”

The Portfolio Managers within WesBanco Trust and Investment Services can leverage investment experience to assist you in answering these critical questions. Through a disciplined, active investment approach, our professional team is able to develop financial strategies that help you pursue and achieve your objectives. We offer extensive experience in the management of investment portfolios, as well as equity and fixed income research and analysis.

As a client, you will have a local investment professional dedicated to providing personalized service. Our highly skilled team, several of whom have earned the prestigious Chartered Financial Analyst (CFA) designation and comparable achievements, collaborates to develop comprehensive investment strategies that factor historic trends, risk tolerance and diversified investments to meet the financial goals of our clients.

Steve Kellas, CFA
SVP Fixed Income
304-234-9234
Scott A. Love, CAIA, CIMA
SVP Economic &Equity Analysis
304-234-9468
Michael D. Klick, CFA
SVP Portfolio Management
304-234-9442
Scott Vogt, CFA
VP & Portfolio Manager
812-981-7394
Thomas C. Farnsworth
VP & Senior Investment Officer
304-234-233
Robert Becerra
VP & Senior Investment Officer
304-234-9246
Thomas E. Hatton
VP & Senior Investment Officer
502-696-3348
Michael S. Fasone
VP & Institutional Portfolio Manager
614-904-7036
Melvin W. Kahle, III
Senior Investment Officer
304-234-9236
Michael Wilhelm
VP & Senior Investment Officer
859-448-2450
James Sayre, CFP
Investment Officer
304-234-9478
James Bolton
Fixed Income Research Analyst
304-905-7031
Ryan Hill
Investment Officer
304-905-7132

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.

Find a Location Near You!

WesBanco operates 236 financial centers in the states of Indiana, Kentucky, Maryland, Ohio, Pennsylvania, and West Virginia. Over the past decade, we have built a national reputation as a safe, sound and profitable bank holding company that always strives to do better by its customers.

Locations
Wesbanco bank building