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...
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WMS News (2)
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...
Kelly Moore Nowottnick, JD joins WMS Partners as Senior Financial Advisor
WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is...
The Case for International Stocks
A global approach to portfolio construction