Sam Callard Joins WMS Partners – Advises Affluent Families on Investment Strategy and Planning

08/19/2016People ,WMS News

Sam Callard Joins WMS Partners - Advises Affluent Families on Investment Strategy and Planning

WMS Partners is pleased to announce that Sam Callard has joined WMS Partners as a Senior Client Advisor.  Sam joins WMS Partners from Matheys Lane Capital Management, a multi-family office in Providence, RI that has approximately $800 million in assets under advisement.

As  Vice President at Matheys Lane, Sam advised client families on all aspects of their balance sheets and investments, reporting directly to the client families alongside the Managing Director at Matheys Lane.  With respect to investments, Sam’s focus was on clients’ alternative investment portfolios.  He led the due diligence process for prospective managers of private funds, including managers of private equity funds, venture capital funds and hedge funds.  He served as the lead advisor on a number of direct private equity investments.  Finally, Sam served as the primary advisor on clients’ estate plans, working closely with outside legal counsel and tax accountants.

“We are excited to have Sam join the WMS team.  His experience advising clients on their investments and sophisticated planning needs is a great fit for WMS Partners,” said WMS Partners CEO Timothy Chase. “He brings an impressive set of technical and people skills.”

Sam earned a J.D. cum laude from Boston University School of Law and a Bachelor of Arts degree from Haverford College.

A Baltimore native, Sam is looking forward to getting settled in Baltimore with his wife, Rachel Gahan, and their two daughters.

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