Eric Bland, CFA, CFP®

As Director of Portfolio Management, Eric leads the firm’s public market investment research process and oversees the portfolio rebalancing and trading execution of all public investment strategies. 

Eric graduated from University of Delaware, where he earned a dual BS degree in Finance and Marketing. Eric later earned his MBA in Finance at Wilmington University.  Eric is a Certified Financial Planner (CFP®), a Chartered Financial Analyst (CFA) charter holder, a member of The CFA Institute, and the Baltimore CFA Society.

Prior to joining WMS Partners, Eric was a Senior Client Analyst at Marquette Associates, Inc.  and Assistant Vice President and Portfolio Manager for Christiana Trust.

Eric serves on the Board of Mother Seton Academy, a tuition-free, independent Catholic Middle School located in Baltimore City.