Paul A. Speargas
Chief Investment Officer bei WMS Partners LLC
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Dave Citron | M | - |
WMS Partners LLC
 WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 31 Jahre |
| Tim Chase | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 31 Jahre |
| Martin Joseph Eby | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 31 Jahre |
| Bryan Michael Lopez | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 20 Jahre |
| Josh Rowe | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 5 Jahre |
| Eric Matthew Bland | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 9 Jahre |
| Reiley Jones Syrek | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 8 Jahre |
| Todd M. Wickwire | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 5 Jahre |
| Bob Killebrew | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 15 Jahre |
| Laura Mary Carr | F | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 5 Jahre |
| Lesa Lea Crosser | F | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 13 Jahre |
| Hannah Rosemary Neitzke | F | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 5 Jahre |
| Dan Mento | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 3 Jahre |
| Paul Ha | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 3 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Chris Frink | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | - |
| Pace Roy Kessenich | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 2 Jahre |
| Noreen Anne Frost | F | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | - |
| Joseph Schafer | M | - |
Loyola University Maryland, Inc.
| 6 Jahre |
| Kurt Binder | M | 53 |
Loyola University Maryland, Inc.
| 4 Jahre |
| Megan Sullivan Brune | F | - |
Loyola University Maryland, Inc.
| 7 Jahre |
| John Bernard Bisson | M | - |
Loyola University Maryland, Inc.
| 13 Jahre |
| J. Patrick Robinson | M | 68 |
Loyola University Maryland, Inc.
| 2 Jahre |
| Eric W. George | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Penn Miller-Jones | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| David Butz | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Thomas Wobber | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Jackie E. Williams | F | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | - |
| Arthur Ferreri | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Thomas Michael Matteini | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Jed Kelly | M | - |
Loyola University Maryland, Inc.
| 3 Jahre |
| Christopher Miller | M | - |
Loyola University Maryland, Inc.
| 5 Jahre |
| Katie Casey | F | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Mark O'Neal Stinson | M | - |
Loyola University Maryland, Inc.
| 5 Jahre |
| Steve Barisonek | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Tommy M. Bovitz | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Douglas Young | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Neal W. Seagle | M | - |
Loyola University Maryland, Inc.
| 3 Jahre |
| Jennifer Gross | F | - |
Loyola University Maryland, Inc.
| 1 Jahre |
| Brodie Ruland | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Anthony Belfiore | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| James Serkes | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Jo Ann Clipp | F | - |
Loyola University Maryland, Inc.
| - |
| Brian Reilly | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Katherine Morin | F | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Dan Rizzo | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Lauren Wolf | F | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Robert Gallucci | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| David Brian France | M | - |
Loyola University Maryland, Inc.
| 2 Jahre |
| Charles Korchinski | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Antonio S. Martins | M | 46 |
Loyola University Maryland, Inc.
| 4 Jahre |
| Rick Rubin | M | 53 |
Loyola University Maryland, Inc.
| 1 Jahre |
| Michael Wilkins | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| David Andrew Hawal | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Patrick Ryan O’Day | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Shawn Patrick McCormick | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Erik Staffeldt | M | 52 |
Loyola University Maryland, Inc.
| 2 Jahre |
| Molly A. Williams | F | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 2 Jahre |
| Laura N. Buckman | F | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | - |
| Nancy L. Courpas | F | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | - |
| Gene Marrano | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 4 Jahre |
| Jack Nugent | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Andrea Grace Sharkey | F | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Craig Allan Johnson | M | - |
Loyola University Maryland, Inc.
| 2 Jahre |
| Stephen Brennan | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Seth Christopher Dadds | M | - |
Loyola University Maryland, Inc.
| 1 Jahre |
| Patrick Nolan | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Gregory Cavallo | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Steven T. Erhartic | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Tim McGeeney | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| John C. Sorensen | M | - |
Loyola University Maryland, Inc.
| 2 Jahre |
| Toby Marcus Thompson | M | - |
Loyola University Maryland, Inc.
| 2 Jahre |
| Tom Graff | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Rich Kwas | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Scott Tilghman | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Tim Hathaway | M | - |
Loyola University Maryland, Inc.
| 2 Jahre |
| Anthony Delserone | M | - |
Loyola University Maryland, Inc.
| 1 Jahre |
| James Olsen | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Chuck Dieveney | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Erick Miller | M | - |
Loyola University Maryland, Inc.
| 2 Jahre |
| Meghan A. Pfeifer | F | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Ed C. Eby | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 11 Jahre |
| Jonathan Robert Lux | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Don W. Hughes | M | 74 |
Loyola University Maryland, Inc.
| 4 Jahre |
| Dorothy Zimmerman | F | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | - |
| Stephen J. Woerner | M | 56 |
Loyola University Maryland, Inc.
| 2 Jahre |
| Lorato Boakgomo-Ntakhwana | F | - |
Loyola University Maryland, Inc.
| 2 Jahre |
| Matt Fleming | M | - |
Loyola University Maryland, Inc.
| 2 Jahre |
| Daniel A. Madey | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Matt Sgrizzi | M | 44 |
Loyola University Maryland, Inc.
| 4 Jahre |
| Zoltan A. Donovan | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Don G. Brenneman | M | - |
Loyola University Maryland, Inc.
| 2 Jahre |
| Jim M. Kennedy | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Mark Iwicki | M | 57 |
Loyola University Maryland, Inc.
| 2 Jahre |
| Colleen Hansen | F | - |
Loyola University Maryland, Inc.
| 2 Jahre |
| David J. Freschman | M | - |
Loyola University Maryland, Inc.
| 2 Jahre |
| Geoffrey Andrews | M | 52 |
Loyola University Maryland, Inc.
| 4 Jahre |
| John P. Duke | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Matt Buckley | M | - |
Loyola University Maryland, Inc.
| 4 Jahre |
| Jeff R. Schechter | M | - |
Loyola University Maryland, Inc.
| 3 Jahre |
| Scott Blair | M | - |
Loyola University Maryland, Inc.
| 2 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 100 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Paul A. Speargas
- Persönliches Netzwerk