Meet the Team

Our People Are Our Greatest Assets

 

EXECUTIVE TEAM

Laura_Carr_2

Laura Carr

Chief Operating Officer

Shareholder

Bryan_Lopez_10

Bryan Lopez, CFA

CHIEF FINANCIAL OFFICER, INVESTMENT STRATEGIST

Shareholder

Josh_Rowe_10

Josh Rowe, PhD, CFA

CO-CHIEF INVESTMENT OFFICER, DIRECTOR OF RESEARCH

Shareholder, Asset Allocation Committee Chair

Paul_Speargas_1

Paul Speargas, CFA

CO-CHIEF INVESTMENT OFFICER, SENIOR FINANCIAL ADVISOR

Shareholder, Investment Committee Chair

Todd_Wickwire_1

Todd M. Wickwire

Chief Executive Officer

Shareholder

 

*Disclosure: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if WMS is engaged, or continues to be engaged, to provide investment advisory services.

 

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