Skip Navigation Logins Toggle Menu Investment Management Services1 WesBanco Trust and Investment Services offers professional management and investment solutions to individuals and institutions to help them meet their long-term investment goals and objectives. A disciplined, active investment approach We offer access to a wide array of mutual funds and separately managed accounts across most asset classes and investment styles. Through a disciplined, active investment approach we are able to develop financial strategies that help you pursue and achieve your objectives. Our staff of investment professionals offers extensive experience in the management of investment portfolios, as well as equity and fixed income research and analysis. Portfolio Management Team “How much of my portfolio should I invest in stocks?” “How much could my portfolio decline when the next recession occurs?” “What growth rate can I expect from my portfolio over the long-term?” The Portfolio Managers within WesBanco Trust and Investment Services can leverage investment experience to assist you in answering these critical questions. Through a disciplined, active investment approach, our professional team is able to develop financial strategies that help you pursue and achieve your objectives. We offer extensive experience in the management of investment portfolios, as well as equity and fixed income research and analysis. As a client, you will have a local investment professional dedicated to providing personalized service. Our highly skilled team, several of whom have earned the prestigious Chartered Financial Analyst (CFA) designation and comparable achievements, collaborates to develop comprehensive investment strategies that factor historic trends, risk tolerance and diversified investments to meet the financial goals of our clients. Steve Kellas, CFA SVP Fixed Income 304-234-9234 Scott A. Love, CAIA, CIMA SVP Economic &Equity Analysis 304-234-9468 Michael D. Klick, CFA SVP Portfolio Management 304-234-9442 Scott Vogt, CFA VP & Portfolio Manager 812-981-7394 Thomas C. Farnsworth VP & Senior Investment Officer 304-234-9233 Robert Becerra VP & Senior Investment Officer 304-234-9246 Thomas E. Hatton VP & Senior Investment Officer 502-696-3348 Michael S. Fasone VP & Institutional Portfolio Manager 614-904-7036 Melvin W. Kahle, III Senior Investment Officer 304-234-9236 Michael Wilhelm VP & Senior Investment Officer 859-448-2450 James Sayre, CFP Investment Officer 304-234-9478 James Bolton Fixed Income Research Analyst 304-905-7031 Ryan Hill Investment Officer 304-905-7132 The Business of Investment Management Managing equity portfolios, which are diverse across many sectors of the economy, can be complex. Utilizing a team approach, WesBanco allows the individual portfolio managers to specialize in sectors of the economy and maintain broad market expertise. The Investment Review Meeting provides a forum for Relationship Managers and Trust Officers to meet with other members of the Portfolio Management Team. These meetings give the entire team an opportunity to listen, ask questions and position themselves to understand decisions being made on individual portfolios. Utilizing an independent provider of performance measurement allows the client to track the performance of their portfolio against appropriate benchmarks and truly gauge the effectiveness of the manager. Investment review reports are available on an annual, semi-annual, quarterly or monthly basis. Our staff of investment professionals offers extensive experience in the management of investment portfolios, as well as equity and fixed income research and analysis. Trust & Investment Services Trust Services Our Administrators Previous Slide Next Slide Find a Location Near You! WesBanco operates over 200 financial centers in the states of Indiana, Kentucky, Maryland, Ohio, Pennsylvania, and West Virginia. Over the past decade, we have built a national reputation as a safe, sound and profitable bank holding company that always strives to do better by its customers. 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ROUTING NUMBER: IN, KY, OH, PA, & WV: 043400036 MD: 055002406 NMLS ID NUMBER: 399836 CONTACT Customer Service: 800-905-9043 Telephone Banking: 888-664-5300 CONTACT 1 WesBanco Bank, Inc. is a Member FDIC. WesBanco Trust and Investment Services may invest in insured deposits or nondeposit investment products. Nondeposit investment products are not insured by the FDIC or any other government agency, are not deposits or other obligations of, or guaranteed by any bank or any affiliate, and are subject to investment risks including the possible loss of the principal amount investment. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Copyright © 2021 · WesBanco, Inc. All Rights Reserved. Privacy Notice | Accessibility Statement | Security Center | Site by Vitamin® WesBanco Bank, Inc. is a Member FDIC. Equal Housing Lender