Wesbanco Investment Department
Firm details
- Headquarters
- Wheeling, West Virginia
- CRD number
- 111907
- Registered since
- March 30, 2001
- Website
- www.wesbanco.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Wesbanco Investment Department is an institutional registered investment adviser operating within a bank structure. The adviser has been SEC-registered since 2001 and serves institutional clients on a percentage-of-AUM fee basis. Its stated advisory activity is portfolio management for investment companies, and its reporting indicates it is not positioned as a capital allocator or a multi-state adviser. The firm is not identified as an active ESG investor. Industry affiliations reported alongside the investment group include broker-dealer, trust company, insurance company, pension consultant, and other investment-adviser relationships, reflecting a broad set of banking and fiduciary connections rather than a stand‑alone retail advisory practice.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Jennifer Roth
Chief Compliance OfficerCRD 3247469
Deborah Ferdon
Chief Compliance OfficerCRD 814321
Contacts
3 of 3Steven Kellas
EVPCRD 7355062

Robert Mcgee
Senior Vice PresidentCRD 4603318

Scott Love
Executive Vice President, Wealth ManagementCRD 2854247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 226Active vs passive
$1.1B in ETFs
89%
$949M
9%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $166M | 1,674,935 | 15.46% |
Location
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
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