WESBANCO INVESTMENT DEPARTMENT

RIASEC RegisteredEst. 2001
Total AUM
$893M
Discretionary
$893M
100% of AUM
Avg account
$149M
Accounts
6
Employees
13
Advisory reps
5

Firm details

Headquarters
WHEELING, West Virginia
CRD number
111907
Registered since
March 30, 2001
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Wesbanco Investment Department is the institutional investment arm of a regional bank, operating primarily as a portfolio manager for investment companies. The department runs a fee-for-AUM model and serves institutional clients, using a bank-centric platform that integrates brokerage, trust, insurance and custody capabilities. Its filings identify the group as focused on long equity management, with an emphasis on large-cap U.S. names supplemented by broad ETF exposure. The team does not position itself as an active ESG investor and is not registered as a multi-state adviser. Investment activity shows a preference for equity-centric allocations managed through both direct stock positions and ETF wrappers. The department’s advisory role for investment companies helps explain a portfolio composition that includes sizeable block holdings reported on regulatory 13F filings, even as the bank-managed discretionary AUM figure remains smaller.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JENNIFER ROTH

    Chief Compliance OfficerCRD 3247469

  • DEBORAH FERDON

    Chief Compliance OfficerCRD 814321

Contacts

3 of 3
  • STEVEN KELLAS

    EVPCRD 7355062

  • ROBERT MCGEE

    Senior Vice PresidentCRD 4603318

  • SCOTT LOVE

    Executive Vice President, Wealth ManagementCRD 2854247

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 213

Active vs passive

$940M in ETFs

Passive

88%

$824M

Active

9%

$117M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$152M1,532,63116.18%

Location

Primary office

WHEELING, WV

OHIO

Location

WHEELING, WV

Headquartered in WHEELING, WV, in the South of the United States.

Region
South
County
OHIO
Address
1 Bank Plz
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth