Podcast: Carl Tippit, CFA and Wayne Wilbanks, CFA on Rosemont Roundtable Podcast

We’re excited to share that Carl Tippit, CFA, Co-Chairman of Clearstead, and Wayne Wilbanks, CFA, Executive Managing Director of Clearstead Advisory Solutions were guests recently on Rosemont Investment Group’s Rosemont Roundtable Podcast.

In the episode, they share their reflections from Clearstead’s acquisition of Wilbanks Smith and Thomas (“WST”), which rebranded to Clearstead Advisory Solutions, a division of Clearstead Advisors, LLC.

You can listen to the full episode here: https://rosemontinv.com/the-power-of-strategic-partnerships/