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Austin Main

Financial Advisor at WMS Partners

Austin Main is currently a Financial Advisor at WMS Partners. Prior to that, they were with Greenspring Advisors from December 2018 to July 2020, where they served as Investment Associate. Austin's daily focus there included reviewing, monitoring, and rebalancing client portfolios, maintaining the firm’s approved third-party fund list, and periodically reviewing and evaluating external managers and private investments for the firm’s internal investment committee. Austin also created external communications for both individual and institutional clients as well as created internal content, including quarterly performance reviews and market commentary, for use by associates and advisors. Additionally, Austin sat on the firm's Investment Committee and helped make decisions regarding new additions to the firm’s investment universe, new asset allocation weights within the portfolio models, the creation of capital market expectations, and the overall firm investment philosophy.

Before Greenspring Advisors, Austin was with 1919 Investment Counsel, LLC from April 2015 to November 2018 as a Senior Portfolio Associate. For 1919 Investment Counsel, LLC, they were also an Investment Systems Analyst from August 2012 to April 2015.

Austin Main has a MS in Management (Finance) from Durham University and a BA in Mathematics, Business Management from Goucher College. Austin also has a certification from Coursera in The Data Scientist’s Toolbox.

Their manager is Todd M. Wickwire, CEO. Some of their coworkers include Zakia K. Weber - Financial Advisor, Lou Ulman - Senior Relationship Advisor, and Dan Feeser - Director, Investment Reporting.

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Manager

Timeline

  • Financial Advisor

    Current role

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