About
Mark Warden is a Principal at Wilbanks, Smith & Thomas Asset Management, a registered investment adviser based in Norfolk, VA. In this role, he is responsible for overseeing discretionary asset management and providing tailored investment advisory services to retail clients. Warden works closely with clients to develop investment policy statements, determine appropriate asset allocations, and monitor portfolios on an ongoing basis, ensuring strategies align with clients' financial objectives and risk tolerance. His expertise spans a broad range of asset classes, including equities, fixed income, mutual funds, and alternative investments, with a focus on comprehensive wealth management and long-term portfolio growth.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management | Principal | Dec 2001 to Present | — |
Education
University of Virginia - Darden Graduate School of Business Administration
Master of Business Administration (MBA)
1994 — 1996
University of Virginia
1984 — 1989
Skills & Expertise
Others at Clearstead Advisors, LLC (16)
| Name | Role | Location |
|---|---|---|
K Khristian Ortiz-Ortega | Trader | Norfolk, VA , United States |
| 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 |
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