
President/CEO/CCO, WS Wealth Managers, Inc.
York, Pennsylvania Area

President/CEO/CCO, WS Wealth Managers, Inc.
York, Pennsylvania Area
Fee based investment advisory and financial planning. Serving busy senior executives and small business owners before and after retirement. Advice is based on Christian Principles under a fiduciary standard of care.
20+ years of diversified senior management and entrepreneurial experience (corporate and private equity) where diligent application of sound management and creativity toward a variety of business organizations and challenges provides unique qualifications for investment management, particularly when judging and evaluating future prospects of equities is important.
Practical but thoughtful approach to problem solving and sound management principles.
Series 7, 63, 65 and Life/Health Licenses.
Wayne's Blog: http://wswealthmanagers.blogspot.com/
Also listen for Wayne's Commentary on WSBA (AM 910) Talk Radio
(Investment Management industry)
February 2008 — Present (1 year 10 months)
Macro economic research as it applies to investments and markets. Professional Portfolio Management using Post Modern Portfolio Theory with Dynamic Asset and Sector Allocation Strategy
(Partnership; 10,001 or more employees; Financial Services industry)
November 2003 — February 2008 (4 years 4 months)
(Privately Held; 1-10 employees; Venture Capital & Private Equity industry)
August 1980 — November 2003 (23 years 4 months)
Entrpreneurial business ventures in Financial Services, Automotive and Manufacturing. Joint Ventures with companies in Brazil. Real Estate development and construction.
(Privately Held; 201-500 employees; Environmental Services industry)
March 1992 — September 1999 (7 years 7 months)
Prviate Equity firm investing in portfolio companies in US and Europe.
MBA , Finance , 1989 — 1990
BSME , Mechanical Engineering , 1968 — 1972
work, golf, sailing
National Association of Christian Financial Consultants, Southern York County Business Association
Invited by Banks in Brazil to present "Developing Competitive Advantage in Export" seminars to Senior Exec's of large corporations in Sao Paulo.
Inventor/Co-Inventor: 5 US Patents