WMS Partners
0 followers
‌
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
Headquarters
Employees
Links
Org chart
Todd M. Wickwire
Collapse
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
Gary Anderson
Senior Planner, Principal
Josh Rowe
Director, Research
Zach Ruchman
Director, Private Investments
Dan Mento
Portfolio Manager
Paul Lamari
General Counsel & Chief Compliance Officer
James Leverett
Operations Associate
Zina Winder
Administrative Assistant
Gosia Elashmawy
Senior Financial Advisor
Jackson Finigan
Financial Advisor
Michael Mele
Portfolio Manager
Wendi Miller
Senior Client Service Associate
