WMS PARTNERS, LLC of TOWSON, MD is an SEC-registered investment adviser (CRD 109971). Regulatory assets under management: $6.1M.
Compensation: % of AUM.
Clients served: Investment cos.
Showing 25 of 27 people.
| Name | Role | Location |
|---|---|---|
| Chad Joseph Norfolk | MEMBER OF BOARD | TOWSON, MD |
| Martin Joseph Eby | MEMBER OF BOARD | TOWSON, MD |
| Jeffrey Leigh Hill | MEMBER OF BOARD | TOWSON, MD |
| Bryan Michael Lopez | CHIEF COMPLIANCE OFFICER, MEMBER OF BOARD | TOWSON, MD |
| Todd Michael Wickwire | MEMBER | TOWSON, MD |
| Paul A Speargas | MEMBER OF BOARD | — |
| NORFOLK CHAD JOSEPH | CHIEF ADVISORY OFFICER; CHIEF ADVISORY OFFICER & MEMBER OF EXECUTIVE COMMITTEE; CHIEF OPERATIONS OFFICER (+2 more) | — |
| CHASE TIMOTHY WILLIAM | CHAIRMAN, MEMBER OF BOARD; CHAIRMAN, MEMBER OF EXECUTIVE COMMITTEE; CHIEF COMPLIANCE OFFICER (+6 more) | — |
| EBY MARTIN JOSEPH | MEMBER OF BOARD; MEMBER OF EXECUTIVE COMMITTEE; PARTNER (+1 more) | — |
| CITRON DAVID MARK | PARTNER; PRINCIPAL | — |
| VAIN JEFFREY BRIAN | CHIEF FINANCIAL OFFICER; FINANCIAL PLANNER | — |
| MCMANUS JEROME SMITH | CHIEF OPERATIONS OFFICER | — |
| BRUNS WILLIAM FRANCIS | OPERATIONS MANAGER | — |
| CARR LAURA MARY | CHIEF ADVISORY OFFICER; CHIEF OPERATING OFFICER | — |
| CORTEZ STEVEN EDWARD | MEMBER | — |
| KANNER YVONNE NADINNE | MEMBER | — |
| ERHARTIC STEVEN THOMAS | SENIOR INVESTMENT MANAGER | — |
| KILLEBREW ROBERT STERLING | PARTNER; PRINCIPAL | — |
| LOPEZ ROY MICHAEL | CHIEF FINANCIAL OFFICER; CHIEF OPERATIONS OFFICER | — |
| KESSENICH PACE ROY | PRESIDENT; PRESIDENT & CEO | — |
| BERITELA SAM A | CHIEF FINANCIAL OFFICER | — |
| SPEARGAS PAUL A | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & MEMBER OF EXECUTIVE COMMITTEE; CO-CHIEF INVESTMENT OFFICER | — |
| WICKWIRE TODD MICHAEL | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| HILL JEFFREY LEIGH | MEMBER OF BOARD; MEMBER OF EXECUTIVE COMMITTEE | — |
| Lamari Paul David | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |