WMS Partners is pleased to welcome two new colleagues:
Michael Mele, CFA, Portfolio Manager. Michael will develop and research new investment ideas for clients and perform continuing due diligence on existing holdings. In addition, Michael will work with the advisory team to manage, monitor, and maintain client portfolios, including public and private investments. A Chartered Financial Analyst (CFA), Michael is a graduate of the Pennsylvania State University where he earned a Bachelor of Science degree in Finance with a minor in Economics.
Wendi Miller, Senior Client Service Associate. Wendi joins our team of experienced client services professionals. Wendi will support our advisory team working directly with clients to manage their account needs including daily cash activity, account applications, wire transfers and deposits. Wendi has been a client service professional in wealth advisory services for over a decade.
Please join us in welcoming Michael and Wendi to the WMS team.
SEE IMPORTANT DISCLOSURES
