Neal joined WST in 2019 as Investment Director for WST Capital Management, the firm’s tactical quantitative boutique. In his role, he participates in product development, is responsible for platform analysis and leads the firm’s distribution efforts. Neal brings to bear over 15 years of experience acquired in roles including Director of ETF Capital Markets and External Wholesaler at ABR Dynamic Funds and Managing Director of Product Management and Development for Destra Capital. Neal’s earlier experience included tenures at Guggenheim Investments and later River Oak ETF Solutions with responsibilities as diverse as trading, product development, and sales. Neal began his career at the Chicago Board of Trade, as a trader in both the Eurodollar and Treasury futures markets.

Neal is a Chicago native and resides in Chicago; he graduated from Wheaton College with a Bachelor of Arts in Business/Economics. He is involved with several charities including Lurie Children’s Hospital and St. Jude Children’s Research Hospital. He spends his free time outdoors and enjoys hiking, snow-shoeing and skiing.

As Director of Quantitative Strategies, Dave leads the firm’s quantitative investing research and development effort.

Dave’s expertise covers sector rotation, adaptive momentum, machine learning used in multi-tiered risk management, tail risk protection and robust asset allocation algorithms. Due in large part to his pioneering work on rules-based, quantitative strategies executed via ETFs, WST today offers an integrated platform of risk-managed strategies through WST Capital Management.

Prior to joining WST in 2014, Dave spent 20 years applying advanced algorithms to complex distributed systems; he holds multiple patents for rate adaptive video and visual collaboration. Dave first became interested in model development for quantitative investing nearly a decade ago, and from 2009 to 2014 he was a part-time consultant for CSS Analytics, a leading blog and research outfit in quantitative investing space. Dave leverages his extensive, experience in the construction and maintenance of quantitative models upon which WSTCM strategies are built.

A native of Cedar Rapids, Iowa, Dave graduated with highest distinction from Northwestern University’s McCormick School of Engineering, where he studied computer science; he holds a masters in Computer Science from the University of Toronto. Dave, his wife and two children live in Chesapeake; in his free time, he enjoys golfing and being poolside at his kids’ swim meets.

Elizabeth serves as Investment Director for WST Capital Management; she joined the firm in 2016. In her role, she participates in product development, is responsible for platform analysis, commentary and product positioning efforts, directs operational coordination for new partnerships and oversees marketing and special projects. She leverages a background in business development and product management for institutional investment firms, having worked at Wellington Management in Boston and at Rice Hall James in San Diego.

Elizabeth was born and raised in Mississippi, spent nearly a decade in Boston and now lives in Virginia Beach with her husband and two dogs. She earned bachelors’ degrees in Journalism and Political Science from Boston University and is a Level III candidate for the Chartered Financial Analyst designation. She spends her free time cooking and playing soccer through the Southeastern VA Women’s Soccer Association.

Maria joined the firm as Marketing Strategist in spring 2018, bringing to bear over five years’ experience in roles spanning digital strategy, content strategy and content marketing. Most recently she served as a Digital Strategist at a local financial services company.

Maria was born in Moscow, lived in Tokyo for over five years and grew up in Champaign, Illinois, graduating from Illinois State University before relocating to Hampton Roads. She holds a Bachelor of Science in Marketing, with a focus in Integrated Marketing Communications, and speaks Russian fluently. In her free time Maria lends her talents as a photographer to small businesses and enjoys spending time outdoors, rock climbing and bouldering.

Tom oversees the firm’s trading operations, serves as a quantitative strategist, is the lead Portfolio Manager on key strategies managed through WST Capital Management and is a member of the Investment Committee. Prior to joining WST in 2005, he served as a Portfolio Manager at a regional investment advisory firm.

Born on Long Island, New York, Tom graduated from James Madison University with a Bachelor of Business Administration in Finance and a minor in Economics. He holds the professional designations of Chartered Market Technician and Chartered Financial Analyst. He spends his free time with his wife and two children, and plays guitar and piano in a band.

Roger is a Principal, Portfolio Manager and member of the firm’s Investment Committee. He also serves as Chief Investment Officer for WST Capital Management, the firm’s in-house ETF strategist.

Before joining WST in 2009, Roger held relationship and portfolio management responsibilities at a global wealth management and investment banking firm. Prior to entering the financial services industry, he was a Senior Manager in Ernst & Young’s Private Client Services division.

A native of Texas, Roger graduated from St. Mary’s University with a Bachelor of Business Administration in Accounting. He is a member of the American Institute of CPA’s and the Personal Financial Planning Section and holds the Personal Financial Specialist credential. Roger has taught Portfolio Management to MBA candidates as an adjunct professor at a local university.

Current community activities include serving as a Board member of the Tidewater Community College Educational Foundation. Roger also serves on the Investment Committees of the Tidewater Community College Educational Foundation and the Robins Foundation. Roger is a member of the 2001 Leadership Class with Lead Hampton Roads, a program of the Hampton Roads Chamber of Commerce. He spends his free time golfing, camping and woodworking; he and his wife live in Virginia Beach.

Ryan joined WST in 2018 as a Product Associate focused on WST Capital Management, the firm’s ETF strategist division, and was promoted to the role of Portfolio Analyst in 2019. He is responsible for reporting and supporting communications with clients, intermediaries and data platforms with exposure to WSTCM’s products and various vehicles, and he supports development of investment proposals and production of custom portfolio analysis within the firm’s sub-advisory line of business. He sits on the firm’s Investment Committee.

Ryan, a native of Virginia Beach, graduated from Old Dominion University with a bachelor’s in Business Administration, with a major in Finance and a Minor in Economics. He has passed the Chartered Financial Analyst Level I exam. In his free time, he enjoys fishing, snowboarding, basketball and spending time at the beach with his dogs.

Wayne, a co-founder of WST, serves as the firm’s Managing Principal and Chief Investment Officer and chairs the firm’s Investment Committee. Prior to the establishment of WST in 1990, Wayne co-founded a regional investment advisory firm where he served as Senior Portfolio Manager and Director of Research. Wayne brings to bear over 35 years of investment experience and extensive training across asset classes and investment styles. He is a regular guest on CNBC, Bloomberg Financial News, and Bloomberg Radio, and is quoted often in publications including Bloomberg News, The Wall Street Journal, and The Virginian Pilot.

Wayne, a North Carolina native, graduated from Duke University with a degree in Economics, and he subsequently undertook study through Georgetown University’s Program of Comparative Business at Oxford University in England. He holds the Chartered Financial Analyst designation and is a member of CFA Society Virginia.

Wayne is particularly proud of the firm’s cultural emphasis on community engagement and service, and he currently serves as Chair of the Eastern Virginia Medical School Foundation Board of Trustees and on the Boards of Directors for the Virginia Arts Festival, the Greater Norfolk Corporation, the Access College Fund and the Slover Library in downtown Norfolk. He served formerly on the Board of Trustees for the Chrysler Museum and the Nicholas School of the Environment at Duke University. In his free time, Wayne enjoys tennis, skiing, sailing and spending time with his wife, Ashlin, and their two daughters.