Fund Management

The Funds' Portfolio Managers
David B. Ellwood, CFA®

Executive Vice President & Chief Investment Officer

David B. Ellwood, Executive Vice President and Chief Investment Officer, WesBanco Trust and Investment Services, is responsible for investment research and portfolio management. He is President and Portfolio Manager of the WesMark Funds, serving as lead portfolio manager for the WesMark Growth Fund and the WesMark Balanced Fund.

He has more than thirty-five years of experience in investment research and portfolio management.

A graduate of Wheeling Jesuit University, Mr. Ellwood attained the designation of Chartered Financial Analyst in 1988.

Steve Kellas, CFA®

Senior Vice President Fixed Income

Steve Kellas, Senior Vice President Fixed Income, WesBanco Trust and Investment Services, is responsible for portfolio management, market analysis and security selection. He is lead portfolio manager of the WesMark West Virginia Municipal Bond Fund and the WesMark Government Bond Fund.

He has more than twenty-five years of experience in investment research and portfolio management.

A graduate of West Liberty University, Mr. Kellas received a Master of Business Administration from Wheeling Jesuit University and attained the designation of Chartered Financial Analyst in 2001.

Scott Love, CAIA®, CIMA®

Senior Vice President Economic and Equity Analysis

Scott Love, Senior Vice President Economic and Equity Analysis, WesBanco Trust and Investment Services, provides economic and market commentary to clients and is responsible for client portfolio development and management. He serves as lead manager of the WesMark Small Company Growth Fund and the WesMark Tactical Opportunity Fund.

Mr. Love joined WesBanco Trust and Investment Services in 2012 and has over sixteen years of experience in investment research and portfolio management. He earned a Bachelor of Arts in Business Administration with an emphasis in Finance from Baldwin-Wallace University and a Master of Business Administration with a concentration in Banking and Finance from the Weatherhead School of Management at Case Western Reserve University.

In 2015 Mr. Love earned the Chartered Alternative Investment Analyst (CAIA) designation from the Chartered Alternative Investment Analyst Association, and in 2016 earned the Chartered Investment Management Analyst (CIMA) designation from the Investment and Wealth Institute.

CFA is a trademark owned by the CFA Institute.

For inquiry call: 1-800-864-1013

RECENT INFORMATION

Quarterly Holdings
    Fact Sheets
      XBRL Documents

      Holdings subject to change.