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.

Investment Management

WMS Partners

Todd M. Wickwire

Wendi Miller

Michael Mele

Gosia Elashmawy

James Leverett

Jackson Finigan

Zach Ruchman

Zina Winder

Paul Lamari

David Citron

Paul Speargas

Bryan Lopez

Dan Mento

Gary Anderson

Martin Eby

Josh Rowe

Laura Carr

WMS PartnersWMS Partners' Leadership Team includes Ken Myers and 35 others.

Leadership Team

Leadership Team

About

Team members