Fund Management
The Funds' Portfolio Managers
Robert "Bob" McGee, CFA®
Senior Vice President and Chief Investment Strategist
Bob McGee, CFA®, Senior Vice President and Chief Investment Strategist, WesBanco Trust and Investment Services, is responsible for developing and communicating the company's investment and economic outlook, as well as providing portfolio management and asset allocation guidance. He is President and Portfolio Manager of the WesMark Funds, serving as lead portfolio manager for the WesMark Balanced Fund, WesMark Government Bond Fund, WesMark Large Company Fund, WesMark Small Company Fund, and WesMark Tactical Opportunity Fund.
Bob joined WesBanco Trust and Investment Services in 2023 and has more than 30 years of experience in investment research, portfolio management and portfolio construction. He has a deep understanding of the global and local financial markets and a proven track record of success in managing investment portfolios.
Bob earned a Bachelor of Arts in Finance from Indiana University of Pennsylvania and a Masters of Business Administration from Carnegie Mellon University. Mr. McGee is also a Chartered Financial Analyst.
Steve Kellas, CFA®
Executive Vice President, Chief Fixed Income Specialist
Steve Kellas, Executive Vice President, Chief Fixed Income Specialist, 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.
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.
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For inquiry call: 1-800-864-1013