WMS Welcomes New Colleagues
WMS Partners is pleased to welcome two new colleagues:
Michael Mele, CFA, Portfolio Manager. ...
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WMS News (2)
WMS Welcomes New Colleagues
WMS Partners is pleased to welcome three new colleagues:
Jackson Finigan, CFP®, Financial Advisor...
WMS ANNOUNCES PROMOTION OF SIX COLLEAGUES
WMS Partners is pleased to announce the following promotions:
Alex Aitken promoted to the role of...
Josh Rowe Promoted to Co-Chief Investment Officer
WMS Partners is pleased to announce the promotion of Josh Rowe, Director of Research, to Co-Chief...
WMS Nominated for Five Private Asset Management Awards
WMS Partners is pleased to announce that the firm was shortlisted for five awards as part of the...
WMS ANNOUNCES THE ADDITION OF SIX NEW SHAREHOLDERS
WMS Partners is pleased to announce the addition of Gosia Elashmawy, Joel Houck, Paul Lamari, Kelly...
WMS Thanksgiving Food Drive
WMS colleagues celebrated the Thanksgiving season by donating food and money for turkeys to support...
WMS at First Fruits Farm
In recognition of Hunger Action Month, a group of WMS colleagues were fortunate to lend their...
Sam Callard joins Baltimore museum of art board of trustees
WMS Partners Senior Financial Advisor Sam Callard has joined the Board of Trustees for the...
WMS Partners Names Laura Carr Chief Operating Officer
WMS Partners (“WMS”), a $5 billion multi-family office focused on wealth planning and investing in...