Paul A. Speargas
Chief Investment Officer bei WMS Partners LLC
Aktive Positionen von Paul A. Speargas
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Direktor/Vorstandsmitglied | 01.03.2008 | - |
Chief Investment Officer | 01.03.2008 | - | |
Portfolio Manager-Aktien | 01.03.2008 | - | |
Leiter des Privatbankwesens | 01.03.2008 | - |
Karriereverlauf von Paul A. Speargas
Ehemalige bekannte Positionen von Paul A. Speargas
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - | - |
Mercantile Investments, Inc. | Corporate Officer/Principal | - | - |
Ausbildung von Paul A. Speargas
Loyola University Maryland, Inc. | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Corporate Officer/Principal | 2 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private Unternehmen | 2 |
---|---|
Mercantile Investments, Inc. | |
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. | Finance |
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