Contact

7200 Wisconsin Avenue

Suite 1103

Bethesda, Maryland 20814

Phone: 301-656-9035

Fax: 301-656-9037

E-Mail:  scot@westbourneinvadvisors.com

Westbourne Investment Advisors, Inc. (WIA) is a registered investment advisor offering services in the States of Florida, Maryland, New York, Pennsylvania, Texas, and Virginia; the District of Columbia; and in other jurisdictions where exempted from notice filing.  Registration does not imply a certain level of skill or training.  The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.  Follow-up or individualized responses to consumers in a particular state by WIA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

 

All written content on this site is for information purposes only.  Opinions expressed herein are solely those of WIA, unless otherwise specified.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party's informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant, or legal consultant prior to implementation.

Our Team
Scot E. Labin, CFA
CEO - Director Of Research - Managing Director

Before joining Westbourne, Scot served as Co-Chief Investment Officer of the Bay Bridge TMT Value Fund and Chief Financial Officer of Bay Bridge Capital Management.  Prior to that Scot worked at Legg Mason Capital Management from 1999-2006 and was a generalist for multiple industries, including retail, supermarkets, IT services, brokerages, and technology. From 2001-2006, he served as telecommunications analyst with coverage of $5.5 billion in assets under management for proprietary mutual funds Legg Mason Value Trust, Special Investment Trust, and Opportunity Trust.  

 

From 1996-1999, Scot was a Financial Analyst with Legg Mason Inc. in the Financial Administration department, responsible for corporate projects including strategic analysis and business development for Legg Mason Inc., risk management for the taxable fixed income trading desk of Legg Mason Wood Walker, and financial modeling of Legg Mason Inc. subsidiaries and departments. 

 

From 1989-1996, Scot was a Senior Engineer at Newport News Shipbuilding, where he performed technical and quantitative analyses of nuclear power plant systems of the CVN68 Class aircraft carriers.  Scot received a BS in Mechanical Engineering from Virginia Tech in 1989, and a MBA with honors from the College of William and Mary in 1996.  Scot was awarded the Chartered Financial Analyst designation in 2000 and is a member of the CFA Society of Washington DC.

Joseph C. Wilkinson
Vice President - Managing Director

Prior to joining Westbourne, Joe spent over 25 years in corporate finance roles, including as the head of investor relations at several prominent public companies including CSX Corporation, Nextel Communications, XM Satellite Radio, Iridium, Deltek and Millennial Media.  In these roles, Joe acted as the main liaison between Wall Street investors, analysts, and company management. 

 

He began his career in public accounting, earning a CPA and spending two years at the accounting firm Arthur Andersen as an auditor. From there, he became a manager in audit advisory services at CSX Corporation, a multi-national transportation conglomerate, and was eventually recruited into corporate finance and various public company investor relations roles noted above.

 

Joe earned a B.S. in Accounting from University of Maryland, College Park and an M.B.A. from Sellinger School of Management at Loyola University Maryland.

Bruce S. Kromminga
Vice President - Chief Operating Officer

Before joining Westbourne Bruce served as Chief Operating Officer of Bay Bridge Capital Management.  Bruce was employed as a securities broker with Deutsche Banc Alex Brown Employee Brokerage Services from 1998-2002. Bruce served both local and international DBAB employees with transactions in equities, bonds, options, mutual funds, and foreign currencies.  Prior to becoming a Series 7 licensed securities broker in 1998, Bruce worked as a registered sales assistant in Alex Brown’s High Net Worth brokerage group beginning in 1995.  

 

From 2002 until his joining Bay Bridge Capital Management, Bruce analyzed publicly traded companies for purpose of investment. Bruce received a Master of Science in Finance from Loyola College in Maryland in 1998 and a Bachelor of Science in Business Administration with minors in Mathematics, Physics, and Chemistry from the University of Denver in 1994.

David H. Cunningham
Founder - Senior Advisor

Before joining Westbourne, David was a Senior Portfolio Manager and Vice President at Foxhall Capital Management (formerly Nye, Parnell & Emerson) for 11 years. He also served for five years as Vice President and Chief Investment Officer at Potomac Asset Management.  David began his investment management career as a stockbroker in Washington DC with Hornblower and Weeks.  He later joined American Security Bank where he was promoted to Trust Investment Officer prior to joining Thomson McKinnon Securities Investment Advisory Division where he served as a Vice President and Senior Portfolio Manager.  

 

David has been actively involved with the Washington Society of Investment Analysts.  He has served as an advisory board member of the Washington Hospital Center and as a board member of the Friends of the Torpedo Factory Arts Center in Alexandria, VA. David graduated from the University of Virginia with a B.A. in history.

Westbourne Investment Advisors Advisory Board
Charles B. Lanman

Charles B. Lanman recently retired from his position as Senior Vice President at Burke & Herbert Bank and Trust Company in Alexandria, Virginia where he oversaw the Trust Department which served all Trust, Estate, and Investment Advisory needs for the clients of the 25 branches of that bank.  He has been actively involved with the National Association of Estate Planners and Councils (NAEPC) of Maryland, Northern Virginia, and Washington, D.C.

 

Prior to heading up the Burke and Herbert Trust Department, Mr. Lanman worked in trust and estate administration for several of the Washington area's largest trust companies, including American Security Bank, Riggs Bank, and Suburban Trust.

 

Mr. Lanman brings over 35 years of trust and estate management expertise to Westbourne Investment Advisors.

 

Mr. Lanman earned a B.S. in political science from George Washington University and a J.D. from George Mason University.  He is an active member of the Alexandria Rotary Club and volunteers with Iona Services and the Palisades Village Organization.

Blake Bath

Blake Bath served as Managing Director and Senior Equity Research Analyst for Lehman Brothers from 1996-2006, covering Wireline and Wireless Telecommunications Services.  Blake's coverage included Regional Bell Operating Companies, rural Local Exchange Carriers, wireless service providers, long distance carriers, and tower companies.  Blake made a highly acclaimed sector downgrade in September 2000 with his report entitled "The Overcapitalization of Telecom."

 

Prior to joining Lehman Brothers in 1996, Blake was the telecommunications analyst at Sanford C. Bernstein from 1992 to 1996 and an analyst in the Strategic Planning and Corporate Financial organizations at MCI Communications from 1989 to 1992.

 

Blake's research efforts have been widely recognized in surveys of institutional investors.  In 2002, 2003, 2004, 2005, and 2006 Blake was ranked on Institutional Investor's All-America Research Team.  In addition, he placed in the top ten of the Institutional Investor and Greenwich Associates poll for 14 consecutive years.  Blake holds extensive industry relationships with major companies and senior policy makers in the telecom sector.  In addition, he serves on the Board of Directors of public telecom company Cogent Communications Group, Inc. (CCOI).  Blake received an M.B.A. from Columbia University in 1988, and a B.S. in Chemical Engineering from the University of Michigan in 1984.