Paul A. Speargas
Chief Investment Officer bei WMS Partners LLC
Ursprung des Netzwerks ersten Grades von Paul A. Speargas
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Loyola University Maryland, Inc.
84
| College/University | Other Consumer Services | 84 |
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.
25
| Subsidiary | Investment Managers | 25 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Paul A. Speargas
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Maryland | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
| Towson University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Brown Advisory LLC
 Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Investment Managers | Analyst-Equity Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity | |
| University of Delaware | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Director of Research - Equity Analyst-Equity | |
| James Madison University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
Sterling Fund Management LLC
 Sterling Fund Management LLC Investment ManagersFinance Sterling Fund Management LLC (Sterling Partners) is a Private Equity firm founded in 1983 by Eric Becker, Michael Bronfein, Shoshana M. Vernick, Jeff Elburn. The firm is headquartered in Chicago, Illinois. | Investment Managers | Consultant / Advisor Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Stevenson University | College/University | Undergraduate Degree Undergraduate Degree | |
Baltimore-Washington Financial Advisors, Inc.
 Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance Baltimore-Washington Financial Advisors, Inc. (BWFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbia, Maryland. Founded in 1986, BWFA manages investments primarily for individuals, families, trusts, estates, foundations, and religious, charitable, and other non-profit organizations. | Investment Managers | Analyst-Equity Investment Committee Member | |
Juggernaut Management LLC
 Juggernaut Management LLC Investment ManagersFinance Juggernaut Management LLC (Juggernaut Management) is a private equity firm founded in 2009 by John Shulman. The firm is headquartered in Washington, District of Columbia. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
ABS Capital Partners, Inc.
 ABS Capital Partners, Inc. Investment ManagersFinance ABS Capital Partners, Inc. (ABS Capital Partners) is a private equity firm founded in 1990 by Don Bruce Hebb and Tim Thaddeus Weglicki. The firm is headquartered in Washington, DC. | Investment Managers | Private Equity Investor Private Equity Investor | |
| Yale University | College/University | Masters Business Admin Undergraduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Hamilton Lane Advisors LLC
 Hamilton Lane Advisors LLC Investment ManagersFinance Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul. | Investment Managers | Investment Committee Member Private Equity Investor | |
FNB International Trustees Ltd.
 FNB International Trustees Ltd. Investment Trusts/Mutual FundsMiscellaneous Part of FirstRand Group, FNB International Trustees Ltd. is a British company that provides trust services. The company is based in Saint Peter Port, UK. The CEO of the company is Geoffrey Alan Gavey. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
MFX Solutions, Inc.
 MFX Solutions, Inc. Regional BanksFinance MFX Solutions, Inc. provides hedging products and risk management education to entrepreneurs in low-income countries. Its products includes currency forward contracts, cross currency swaps, currency options, spot transactions and currency delivery and portfolio risk management. The company was founded in 2005 and is headquartered in Washington, DC. | Regional Banks | Director/Board Member | |
| University of California, Berkeley | College/University | Masters Business Admin | |
Ernst & Young Capital Advisors LLC
 Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
| FirstRand Group | Director/Board Member | ||
MicroVest Capital Management LLC
 MicroVest Capital Management LLC Investment ManagersFinance MicroVest Capital Management LLC (MicroVest Capital) is a private equity subsidiary of DAI Global LLC founded in 2003 by Gill Crawford and W. Bowman Cutter. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Private Equity Investor | |
abrdn, Inc.
 abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Investment Managers | Analyst-Equity | |
| Washington College | College/University | Undergraduate Degree | |
UGAFODE Microfinance Ltd.
 UGAFODE Microfinance Ltd. Finance/Rental/LeasingFinance UGAFODE Microfinance Ltd. provides financial services. Its product offers loans, ordinary and target savings account, fixed deposit, groupsave, junior saving, and institutional savings account. The firm also provides mobile, money transfer, mobile money services, and bill payments. The company was founded in 1994 and is headquartered in Kampala, Uganda. | Finance/Rental/Leasing | Director/Board Member | |
Zebra Capital Management LLC
 Zebra Capital Management LLC Investment ManagersFinance Zebra Capital Management LLC (Zebra Capital) is an independent, SEC-registered investment advisory firm headquartered in Stamford, Connecticut. The firm was founded by Roger Ibbotson and Zhi Wu Chen in 2001. Zebra Capital provides discretionary investment management services primarily to pooled investment vehicles and separate accounts. | Investment Managers | Analyst-Equity | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
LaSalle Investment Management Securities BV
 LaSalle Investment Management Securities BV Investment ManagersFinance LaSalle Investment Management Securities BV (LIMS) is the Netherlands-based subsidiary of LaSalle Fund Management BV, ultimately held by Jones Lang LaSalle, Inc. (NYSE: JLL) in the US. Established in 1998, LIMS is based in Amsterdam and houses LaSalle's European Real Estate Securities group, which manages real estate securities investments for pension funds, institutional and retail investors worldwide. LaSalle is a socially responsible investor and signatory to the UN Principles for Responsible Investment which integrates environmental, social and governance issues into their investment analysis and decision-making processes. | Investment Managers | Analyst-Equity | |
Invesco Capital Markets, Inc.
 Invesco Capital Markets, Inc. Investment Banks/BrokersFinance Invesco Capital Markets, Inc. provides financial services. It offers investment brokerage services to individual investors. The company is headquartered in Downers Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
AccessBank Tanzania Ltd.
 AccessBank Tanzania Ltd. Major BanksFinance AccessBank Tanzania Ltd. provides commercial banking services. It offers current, saving, savings plan, and student accounts; fixed term deposits and money transfers; and micro and SME loans. The firm provides microfinance services to micro, small and medium-sized and the general lower and middle income clients. The company was founded in November 2007 and is headquartered in Dar es Salaam, Tanzania. | Major Banks | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 38 |
| Vereinigtes Königreich | 3 |
| China | 2 |
| Südafrika | 2 |
| Uganda | 2 |
Sektoral
| Finance | 27 |
| Consumer Services | 12 |
| Commercial Services | 4 |
| Government | 2 |
| Miscellaneous | 2 |
Operativ
| Corporate Officer/Principal | 135 |
| Undergraduate Degree | 94 |
| Director/Board Member | 83 |
| Analyst-Equity | 44 |
| Masters Business Admin | 39 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Mark Iwicki | 26 |
| Don W. Hughes | 19 |
| Chuck Dieveney | 16 |
| David J. Freschman | 15 |
| Stephen J. Woerner | 15 |
| Jack Nugent | 14 |
| Jeff R. Schechter | 10 |
| Kurt Binder | 10 |
| Scott Tilghman | 10 |
| Michael Wilkins | 9 |
| Anthony Belfiore | 9 |
| James Olsen | 9 |
| Matt Buckley | 8 |
| Seth Christopher Dadds | 8 |
| Noreen Anne Frost | 8 |
- Börse
- Insiders
- Paul A. Speargas
- Unternehmensverbindungen
