About
Toby Crites is a Senior Investment Analyst at CNB Bank in Martinsburg, WV, where he provides investment analysis and client relationship management services. His expertise spans various asset classes, including equities, fixed income, and alternative investments, with a focus on wealth preservation and portfolio optimization for individuals and institutions. Toby has previously held roles as a Relationship Manager and Financial Planning Consultant at Fidelity Investments, bringing extensive experience in financial planning and client advisory. He holds an MBA from West Virginia University and a Bachelor of Business Management from Liberty University, and is recognized for his analytical rigor and commitment to client success.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CNB Bank Inc. | Senior Investment Analyst | Jun 2024 to Present | — |
| Fidelity Investments | Relationship Manager | Sep 2022 to May 2024 | — |
| Fidelity Investments | Financial Planning Consultant | Sep 2021 to Sep 2022 | — |
| Edward Jones | Financial Advisor | Oct 2020 to Sep 2021 | — |
| T. Rowe Price | Senior Financial Correspondence Associate | May 2017 to Sep 2020 | — |
| T. Rowe Price | Retirement Specialist | May 2015 to May 2017 | — |
| York Revolution | Baseball Operations Manager | Feb 2014 to Oct 2014 | — |
| York Revolution | Assistant Operations Manager | Mar 2013 to Jan 2014 | — |
Education
West Virginia University
Master of Business Administration - MBA
2018 — 2019
Liberty University
Bachelor of Business Management
2009 — 2011