Mark R. Warden

Principal, Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC

Mark R. Warden

Mark R. Warden

Principal, Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC

Biography

Mark Warden

Principal, Portfolio Manager

Mark is a Principal and Portfolio Manager at WST; he sits on the firm’s Investment Committee and helps direct analyst research initiatives. Prior to joining WST in 2001, he served as Vice President and Head of Investment Research at a regional investment advisory firm. Mark began his finance career in banking roles specializing in bankruptcy and distressed debt restructuring.

A Virginia Beach native, Mark graduated from the McIntire School of Commerce at the University of Virginia with a degree in Commerce. He also earned an MBA from the Darden Graduate School of Business Administration at the University of Virginia.

Mark serves on the boards of the Old Dominion University Educational Foundation, the Eastern Virginia Medical School, the Children’s Hospital of the King’s Daughters and the Norfolk Botanical Gardens Foundation. He spends his free time with his wife and their three children.

Overview
RelSci Relationships

602

Number of Boards

10

Contact Data
Trying to get in touch with Mark R. Warden? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Mark R. Warden likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at Wilbanks, Smith & Thomas Asset Management LLC

Relationship likelihood: Strong

Lead Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC

Relationship likelihood: Strong

Principal, Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC

Relationship likelihood: Strong

Portfolio Manager, Director of Research at Wilbanks, Smith & Thomas Asset Management LLC

Relationship likelihood: Strong

President & Chief Executive Officer at Children's Health System, Inc.

Relationship likelihood: Strong

Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC

Relationship likelihood: Strong

Portfolio Manager/Research Analyst at Wilbanks, Smith & Thomas Asset Management LLC

Relationship likelihood: Strong

Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC

Relationship likelihood: Strong

Portfolio Manager/Research Analyst at Wilbanks, Smith & Thomas Asset Management LLC

Relationship likelihood: Strong

Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC

Relationship likelihood: Strong

Paths to Mark R. Warden
Potential Connections via
Relationship Science
You
Mark R. Warden
Principal, Portfolio Manager at Wilbanks, Smith & Thomas Asset Management LLC
Education
Bachelor's in Commerce

The McIntire School of Commerce is regarded as one of the nation's finest business schools, offering world-class programs at both the undergraduate and graduate level. McIntire’s undergraduate program offers students a Bachelor of Science in Commerce degree; students may choose to concentrate in Finance, Accounting, Marketing, Management, or Information Technology.

MBA

The University of Virginia Darden School of Business is one of the world's leading business schools, offering MBA, Ph.D. and Executive Education programs.The Darden School improves the world by developing and inspiring responsible leaders and by advancing knowledge.The unique Darden experience combines the case study method, the highest-ranked faculty whose research advances global managerial practice and business education, and a tight-knit learning environment to develop principled and complete leaders.

Career History
Principal, Portfolio Manager
2001 - Current

Wilbanks Smith & Thomas is a world-class independent asset management firm with the intellectual capital, disciplined focus and proven investment record to help you achieve your dreams for the future. We build portfolios for investors with long-term vision—managing more than $2 billion in assets for individuals, trust departments, retirement plans, foundations, endowments and other institutions—WST is one of the largest independent wealth management firms in Virginia. For more than 20 years, we’ve provided independent and unbiased advice. We know the market. We know that successful investing requires conviction and discipline. But most importantly, our clients know that our flexible investment platform and customized portfolio solutions make Wilbanks Smith & Thomas a sound choice for all of their asset management needs. Wilbanks Smith & Thomas is headquartered in Norfolk, Virginia, with an additional office in Raleigh, North Carolina.

Vice President, Secretary, Treasurer & Director
Current
Professional
Prior

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 is headquartered in Charlotte, NC.

Boards & Committees
Member, Investment Committee
Current

Wilbanks Smith & Thomas is a world-class independent asset management firm with the intellectual capital, disciplined focus and proven investment record to help you achieve your dreams for the future. We build portfolios for investors with long-term vision—managing more than $2 billion in assets for individuals, trust departments, retirement plans, foundations, endowments and other institutions—WST is one of the largest independent wealth management firms in Virginia. For more than 20 years, we’ve provided independent and unbiased advice. We know the market. We know that successful investing requires conviction and discipline. But most importantly, our clients know that our flexible investment platform and customized portfolio solutions make Wilbanks Smith & Thomas a sound choice for all of their asset management needs. Wilbanks Smith & Thomas is headquartered in Norfolk, Virginia, with an additional office in Raleigh, North Carolina.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$500 - $999
2001

The McIntire School of Commerce is regarded as one of the nation's finest business schools, offering world-class programs at both the undergraduate and graduate level. McIntire’s undergraduate program offers students a Bachelor of Science in Commerce degree; students may choose to concentrate in Finance, Accounting, Marketing, Management, or Information Technology.

Political Donations
$500
2012

President at Eden Capital Management Partners LP

$500
2010

Foreign Service Officer at Embassy of the United States in Singapore

$250
2008

Foreign Service Officer at Embassy of the United States in Singapore

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Mark R. Warden. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Mark R. Warden's profile does not indicate a business or promotional relationship of any kind between RelSci and Mark R. Warden.