David Citron

Dave helps guide the direction of investment allocation and the selection of private investments for the firm’s clients. Dave has direct involvement with our clients, overseeing the management of their portfolios. Dave is also a member of the firm’s Board of Directors and Investment Committee.

A Chartered Financial Analyst (CFA®) charter holder, Dave is a graduate of the University of Maryland with a Bachelor of Science degree in Finance.

Dave is a founding member of the Counsel of Independent Financial Advisors (CIFA). He is chair of one of the Investment Committees for The Associated Jewish Charities and volunteers his time and expertise on various other charitable investment committees in the Baltimore Community. Dave has served on the Advisory Board of Charles Schwab Institutional.

Prior to joining WMS Partners, Dave was Managing Director at CARRET and Company. He also served as Vice President and Portfolio Manager at Wagner Citron Management Corp. David’s professional background began in New York, where he was a trader of futures and options for both Salomon Brothers and Drexel Burnham Lambert Trading Corporation.