John Goodman

Director, Client & Investment Operations at WMS Partners

John Goodman is an experienced professional in client and investment operations, currently serving as Director at WMS Partners since May 2019, having previously held managerial and senior positions in the same department. Prior to this, John Goodman spent nearly a decade at Morgan Stanley, where roles included Director of Fixed Income Client Service and Director of Institutional Data Operations, focusing on trade support and client onboarding processes. Earlier career experience includes a consultancy role at McBee Associates, Inc. John Goodman holds a Bachelor of Business Administration in Finance and Economics from James Madison University, completed in 2009.

Location

Baltimore, United States

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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.


Employees

51-200

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