About
Scott McCluney is a Portfolio Manager-Equities and Analyst-Equity at Clearstead Advisors, LLC, following the firm's acquisition of Wilbanks Smith & Thomas Asset Management LLC in 2024. Based in Norfolk, VA, he manages equity portfolios and provides advisory services for institutional and private wealth clients, drawing on deep experience in investment research and strategy. His responsibilities include leading equity analysis and portfolio construction, with a particular focus on finance and consumer services sectors.
Scott brings over two decades of investment management experience, having previously served as Portfolio Manager-Equities, Analyst-Equity, Investment Committee Member, and in trading roles at Wilbanks Smith & Thomas Asset Management LLC from 1998 to 2024. He has worked extensively with individuals, pension plans, corporations, municipalities, trusts, insurance companies, foundations, and endowments, providing tailored investment solutions across various asset classes.
He holds a Bachelor of Science in Economics from Old Dominion University, equipping him with strong analytical and economic insights. Recognized for his leadership and sector expertise, Scott has contributed significantly to his firms' investment processes and the broader asset management industry, especially in the finance and consumer services sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | Portfolio Manager | Oct 1999 to Present | — |
Education
Old Dominion University
Bachelor of Science - BS, Economics
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 |
 | 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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