OUR MANAGING PARTNERS
WealthTrust DBS Portfolios Information
Chief Investment Officer
As the President and Chief Investment Officer of WealthTrust Asset Management, Mr. McHugh manages investment portfolios on a discretionary basis for the clients of Advisors who are seeking professional portfolio management services.
John and his team have developed the WealthTrust DBS Portfolios using a quantitative approach to investing. WealthTrust Asset Management manages assets for individuals, foundations, hospitals, pension plans and other institutions. With more than 25 years of experience in helping investors and 20 years in private portfolio management, John utilizes his extensive knowledge in constructing portfolios with asset allocations for all levels of risk tolerance. His management of these portfolios, and in particular his selection of equities for these portfolios have offered his investors a disciplined approach to investing with proven results.
Mr. McHugh’s background includes a B.S. in business from the University of Missouri in Columbia with an emphasis in accounting and finance. Upon graduation in 1973, Mr. McHugh accepted a job with Monsanto Company in St. Louis and eventually rose to his final position of Director of Financial Reporting. During this employment period with Monsanto, Mr. McHugh passed all four parts of the CPA exam on the initial sitting, though he is not currently a practicing CPA. He remained with Monsanto Company until 1988, when he accepted the position of financial advisor with Merrill Lynch’s Private Client Group.
In 1994, John joined Oppenheimer, Inc. in St. Louis, and attended DePaul University’s School of Commerce completing the portfolio management course study program. Mr. McHugh’s management of client portfolios on a discretionary basis began at Oppenheimer, Inc. through their Omega Portfolio Management Program. In 2000, he moved his financial advisory practice to Prudential Securities, a predecessor firm of Wells Fargo Advisors.
Upon leaving Wells Fargo Advisors, John transitioned his investment management practice to his own Registered Investment Advisory (RIA) company, WealthTrust Asset Management, LLC.
A trained CPA, John manages assets for individuals, foundations, hospitals, pension plans and other institutions. With more than 25 years of experience in helping investors and 18 years in private portfolio management, he utilizes his extensive knowledge in constructing portfolios with asset allocations for all levels of risk tolerance. His management of these portfolios, and in particular his selection of equities for these portfolios, has offered his investors a disciplined approach to investing with proven results.
(O) 850.460.8440 | 314.504.4379 (C)
Senior Vice President
Darlene joins John McHugh as a partner, assisting in portfolio management with a concentration in fixed income investments. Darlene brings over 30 years of industry experience.
Darlene attended the University of Kentucky and started her career with J.J.B. Hilliard, W.L. Lyons, Inc. in Louisville, Kentucky. With Hilliard-Lyons she gained experience as a computer software programmer for the technical analysis of individual equities a process she marketed to bank Trust Departments throughout Kentucky. Ms. Duncan later became a trader in the firm’s Municipal Bond Department gaining experience and insight into the fixed income markets. Registered as a Financial Consultant in 1981, Darlene worked in the Lexington, Kentucky branch office with both individual and institutional clients.
After more than 20 years in Winchester, Virginia, most of which with Wells Fargo Advisors, Darlene moved to Destin, Florida, began working with John McHugh and later transitioned to their independent registered investment advisory firm in 2015.
(O) 850.460.8442 | 850.533.6722 (C)