WMS Partners
Eric Bland, CFA, currently serves as a Shareholder and Director of Portfolio Management at WMS Partners, LLC since December 2015, leading public market investment research and overseeing portfolio rebalancing and trading for various investment strategies. Previously, Eric held the position of Senior Client Analyst at Marquette Associates, where responsibilities included managing client investment portfolios and assisting in client communications. At Christiana Trust, as Assistant Vice President of Investments, Eric managed multi-million dollar portfolios for high net worth families and institutions while contributing to fixed income and equity investment processes. Earlier roles included Business Lending Senior Account Manager at Bank of America Card Services and New Account Specialist at MBNA America Bank. Eric holds a BS in Finance and Marketing from the University of Delaware and an MBA in Finance from Wilmington University.
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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.