About
Khristian Ortiz-Ortega is currently a Trader at Wilbanks Smith & Thomas Asset Management LLC in Norfolk, VA, where he is responsible for executing trades and supporting portfolio management activities. His role focuses on equities, fixed income, and other asset classes for institutional and high-net-worth clients, ensuring operational efficiency and compliance with trading protocols.
Prior to joining Wilbanks Smith & Thomas in 2022, Ortiz-Ortega held analytical and advisory roles, including Payroll Advisor at ADP and Income Maintenance Worker II at Pasquotank County Department of Social Services. These positions developed his skills in financial operations, client servicing, and process optimization.
Ortiz-Ortega holds an MBA in Finance from the University of North Carolina at Pembroke and a BA in English Language and Literature from Elizabeth City State University. His academic background and multifaceted career contribute to his expertise in equity and fixed income markets, with an emphasis on risk management and client-focused investment strategies. No notable industry awards or publications are publicly available at this time.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | Trader | Jan 2022 to Present | The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. Thi... |
| ADP | Payroll Advisor | Mar 2021 to Jul 2021 | -Helping companies succeed with cutting edge HCM programming -Troubleshooting errors via the utilization of various applications -Maintaining relationships and making connections for a portfolio of cl... |
| Pasquotank County Department of Social Services | Income Maintenance Worker II | Apr 2018 to Mar 2021 | -Maintains the caseload for the Spanish speaking community -Translates for various programs within the agency -Helps clients find help within and outside the agency -Creates training material and impl... |
| Counter Culture Coffee | Account Manager | Jun 2015 to Sep 2017 | -Developed and maintained relationships with wholesale clients -Consulted on opening and operating businesses for optimal growth and efficiency -Taught an extensive curriculum on coffee involving lect... |
| Counter Culture Coffee | Production Associate | Sep 2014 to Jun 2015 | -Packaged and shipped orders -Logistics coordinator -Maintained inventory -Developed S.O.P’s for the company in regards to production work |
| Amaya Roasting Company | Wholesale Educator and Production Assistant | Sep 2013 to Sep 2014 | -Packaged and delivered coffee orders -Roasted coffee and help manage green coffee inventory -Trained wholesale clientele in preparing coffee and running a cafe business |
| Catalina Coffee | Barista | Sep 2013 to Sep 2014 | -Prepared specialty coffee beverages -Evaluated coffees |
| Muddy Waters Coffee House | Roaster | Jan 2011 to Aug 2013 | -Roasted and packaged coffee orders -Maintained green coffee inventory -Maintained coffee roaster |
| Muddy Waters Coffee House | Barista | May 2010 to Aug 2013 | -Prepared specialty coffee beverages -Trained new hires |
Education
University of North Carolina at Pembroke
Master of Business Administration - MBA, Finance
2018 — 2021
Elizabeth City State University
Bachelor of Arts - BA, English Language and Literature, General
2011 — 2013
Skills & Expertise
Others at Clearstead Advisors, LLC (16)
| Name | Role | Location |
|---|---|---|
 | Analyst | Lakewood, OH , United States |
 | Associate Portfolio Manager | Cleveland, OH , United States |
| Principal | Raleigh, NC , United States | |
 | Portfolio Manager | Norfolk, VA , United States |
 | Portfolio Manager | Norfolk, VA , United States |
 | Associate Portfolio Manager | Cleveland, OH , United States |
 | Client planning Associate and Research Associate | Norfolk, VA , United States |
 | Private Markets Research Analyst | Dayton, OH , United States |
 | Senior Associate | Medina, OH , United States |
M Mark Warden | Principal | Norfolk, VA , United States |
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