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.

Portfolio Management Team:

David B. Ellwood, CFA
Executive Vice President

Steve Kellas, CFA
Senior Vice President
Sr. Investment Officer

Michael D. Klick, CFA
Vice President

Robert Becerra
Vice President

Scott Love
Vice President

Thomas C. Farnsworth
Sr. Investment Officer

Melvin W. Kahle, III
Investment Officer

Gary H. Maxwell
Investment Officer
Securities Trading

James L Sayre
Assistant Investment Officer

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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