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Profile
Mr. Thomas F.
McNally, CFA, is a Managing Director of Trading at Clearstead Advisors, LLC.
He oversees firm's trading operations, serves as a quantitative strategist, and is the lead Portfolio Manager on key strategies.
Mr. McNally was previously employed as a Portfolio Manager & Head of Trading by Wilbanks, Smith & Thomas Asset Management LLC.
He graduated from James Madison University with a Bachelor of Business Administration in Finance and a minor in Economics.
Tom McNally active positions
| Companies | Position | Start |
|---|---|---|
Clearstead Advisors, LLC
 Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection. | Trading-Equity | 01/04/2024 |
Former positions of Tom McNally
| Companies | Position | End |
|---|---|---|
Wilbanks, Smith & Thomas Asset Management LLC
 Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance WST provide their clients with investment advisory services that consists of discretionary asset management through use of equity, fixed-income and balanced (between equity securities such as stocks and fixed-income securities such as municipal and government bonds) portfolios. Their primary strategy is to diversify the portfolio by asset class, geography, market capitalization, and style. The long-term objective of each WST’s strategy is to achieve risk-adjusted returns that exceed those of comparable buy-and-hold strategies, primarily by reducing the experience of volatility that affects markets. | Trading-Equity | 01/04/2024 |
Training of Tom McNally
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
47
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Wilbanks, Smith & Thomas Asset Management LLC
Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance WST provide their clients with investment advisory services that consists of discretionary asset management through use of equity, fixed-income and balanced (between equity securities such as stocks and fixed-income securities such as municipal and government bonds) portfolios. Their primary strategy is to diversify the portfolio by asset class, geography, market capitalization, and style. The long-term objective of each WST’s strategy is to achieve risk-adjusted returns that exceed those of comparable buy-and-hold strategies, primarily by reducing the experience of volatility that affects markets. | Finance |
Old Dominion University
 Old Dominion University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection. | Finance |
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