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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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Paul Lamari
In House Counsel
Paul Speargas
Principal and Shareholder
Bryan Lopez
Chief Financial Officer, Investment Strategist
JB
Juli Blum
Client Development Manager
Ken Myers
Client & Investment Operations Manager

Board & advisors

Timothy W. Chase
Chairman, Co-Founder & Shareholder

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