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WMS Partners

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WMS Partners was founded in 1993 as a family office and an alternative for families to traditional financial-services firms—independent, transparent, and aligned with clients’ interests.

Industries

Investment Management

Headquarters

Towson, United States

Employees

51-200

Links

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Todd M. Wickwire
CEO
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David Citron
Private Investment Strategist & Co-Founder, Shareholder
Martin Eby
Senior Financial Advisor, Co-Founder & Shareholder
Bryan Lopez
Chief Financial Officer, Investment Strategist
Paul Speargas
Co-Chief Investment Officer & Senior Financial Advisor
Laura Carr
Chief Operating Officer
Josh Rowe
Director, Research
Zach Ruchman
Director, Private Investments
Paul Lamari
General Counsel & Chief Compliance Officer

Board & advisors

Timothy W. Chase
Chairman, Co-Founder & Shareholder

Teams

+26

Leadership Team

30 people · 0 jobs

Offices

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