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Mark Warden

Principal at Clearstead Advisors, LLC

Norfolk, VA , United States

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

OrganizationRoleDate RangeDetails
Wilbanks Smith & Thomas Asset ManagementPrincipalDec 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

Alternative Investments
Leadership
Public Speaking
eBay
Portfolio Management
Financial Modeling
Investments
Fundraising
Strategic Planning
Asset Allocation
Investment Advisory
Asset Managment
Wealth Management
Equities
Investment Strategies
Program Management
Asset Management
Nonprofits
Financial Analysis
Private Equity
Management
Integration
Volunteer Management
Series 7
Hedge Funds

Others at Clearstead Advisors, LLC (16)

NameRoleLocation
K
Khristian Ortiz-Ortega
TraderNorfolk, VA , United States
Kimberly Trnavsky
Kimberly Trnavsky
AnalystLakewood, OH , United States
Konstantin Goldberg
Konstantin Goldberg
Associate Portfolio ManagerCleveland, OH , United States
Kyle Elliott
Kyle Elliott
PrincipalRaleigh, NC , United States
Luke Scanlan
Luke Scanlan
Portfolio ManagerNorfolk, VA , United States
Scott McCluney
Scott McCluney
Portfolio ManagerNorfolk, VA , United States
Stephen Drum
Stephen Drum
Associate Portfolio ManagerCleveland, OH , United States
Erin Abate
Erin Abate
Client planning Associate and Research AssociateNorfolk, VA , United States
Gavin Markham
Gavin Markham
Private Markets Research AnalystDayton, OH , United States
Linda Bubar
Linda Bubar
Senior AssociateMedina, OH , United States
Showing 1-10 of 16 team members

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