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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.
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 EVP & Chief Fixed income Specialist 304-234-9234 |
Loren Glaser, CFA VP & Senior Investment Officer, Portfolio Manager 301-430-2547 |
| Michael D. Klick, CFA EVP & Chief Portfolio Strategist 304-234-9442 |
Scott Vogt, CFA VP & Portfolio Manager 812-981-7394 |
| Thomas C. Farnsworth VP & Senior Investment Officer 304-234-9233 |
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 AVP & Senior Investment Officer 304-234-9236 |
Michael Wilhelm VP & Senior Investment Officer 859-448-2450 |
| James Sayre, CFP AVP & Senior Investment Officer 304-234-9478 |
James Bolton Investment Officer 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 branches and offices in 8 states. 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
