Our Managers.
Our Managers

Individuals with complex financial situations can confidently place the ongoing management of their investment and financial affairs to Sheets Smith Wealth Management, trusting in our professional experience and responsiveness.

David B. Gilbert, a Chartered Financial Analyst, is Executive Vice President of Sheets Smith Wealth Management.  Mr. Gilbert has more than 30 years of experience as an investment analyst and portfolio manager. He specializes in managing portfolios of individual stocks, but uses selected mutual funds to provide exposure to foreign markets and gain instant diversification in smaller accounts.

Before joining Sheets Smith in 1994, Mr. Gilbert was President and co-founder of Salem Investment Counselors, Inc. where he managed approximately $200 million in marketable securities.  Mr. Gilbert's financial management experience also includes serving as Vice President in Capital Management of Wachovia Bank and Trust Company, N.A. in Winston-Salem. He holds a master of business administration degree from the University of North Carolina at Greensboro and a bachelor's degree from the University of Arkansas.

David M. Clark III founded Clark Capital Management in 1994 and merged his business with Sheets Smith Wealth Management in 2006. He developed the Rational Framework to analyze companies based on value and quality in order to make sound investments with an adequate margin of safety to create value for clients.

Mr. Clark created The Piedmont Select Value Fund in 2005 and co-manages it with David Gilbert. In addition to managing stock portfolios, he also builds and manages portfolios using mutual funds as the primary investment vehicles. Before founding Clark Capital, he was a Quantum Portfolio manager with Prudential Securities. He holds a bachelor's degree from North Carolina State University.