WMS Partners

‌

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

Org chart

Todd M. Wickwire

CEO

Collapse

Laura Carr

Chief Operating Officer

Paul Lamari

General Counsel & Chief Compliance Officer

Paul Speargas

Co-Chief Investment Officer & Senior Financial Advisor

Bryan Lopez

Chief Financial Officer, Investment Strategist

Board & advisors

Timothy W. Chase

Chairman, Co-Founder & Shareholder

Teams

+23

Leadership Team

27 people · 0 jobs

Offices

HQ
13 people · 0 jobs
BK
+9

Similar companies

MIO Partners, Inc.

2 followers

UTIMCO

1 follower

Millennium Management

57 followers

T. Rowe Price

42 followers

Eventide

23 followers

Barings

13 followers

Pathway Capital Management

5 followers

FalconX

14 followers

WillowWealth

6 followers

Y Combinator

261 followers

RA Capital

2 followers

Explore companies