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WMS Welcomes New Colleagues

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WMS Partners is pleased to welcome three new colleagues:

 

Jackson Finigan, CFP®, Financial Advisor. Jackson will join our growing team of advisors to help lead client relationships. He will assist in the analysis, research, and production of financial planning reports and collaborate with portfolio managers on the investment management of client portfolios, including public and private investments. A Certified Financial Planner ™ (CFP®), Jackson is a graduate of the University of Delaware where he earned a Bachelor of Science degree, as well as a Master of Business Administration in Finance.

James Leverett, Operations Associate. James will coordinate the funding of capital call commitments for our client’s private investment holdings, assist with client invoicing, facilitate client checks for deposit and other operational processes. James has a Bachelor of Arts degree in economics from the University of Maryland Baltimore County.

Zach Ruchman, Director, Private Investments. Zach will lead the research and development of new private market investment opportunities for the firm’s clients. Zach is an experienced investment professional with a proven track record of partnering with public and private sector organizations. He has worked extensively with endowments, foundations, pension funds, sovereign wealth funds, family offices, and other institutional investors to build innovative private equity and venture capital portfolios. Zach earned a Bachelor of Arts degree from Princeton University and a Master of Business Administration from the University of Virginia Darden School of Business where he was a Jefferson Fellow.

 Please join us in welcoming Jackson, James, and Zach to the WMS team.


 

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