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WMS Partners

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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.

Industries

Investment Management

Headquarters

Towson, United States

Employees

51-200

Links

Org chart

Todd M. Wickwire

CEO

Todd M. Wickwire

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David Citron

Private Investment Strategist & Co-Founder, Shareholder

Martin Eby

Senior Financial Advisor, Co-Founder & Shareholder

Bryan Lopez

Chief Financial Officer, Investment Strategist

Paul Speargas

Co-Chief Investment Officer & Senior Financial Advisor

Laura Carr

Chief Operating Officer

Gary Anderson

Senior Planner, Principal

Josh Rowe

Director, Research

Zach Ruchman

Director, Private Investments

Dan Mento

Portfolio Manager

Paul Lamari

General Counsel & Chief Compliance Officer

James Leverett

Operations Associate

Zina Winder

Administrative Assistant

Gosia Elashmawy

Senior Financial Advisor

Jackson Finigan

Financial Advisor

Michael Mele

Portfolio Manager

Wendi Miller

Senior Client Service Associate

Teams

+30

Leadership Team

33 members

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