Eric Bland, CFA

SENIOR PORTFOLIO MANAGER

PUBLIC MARKETS INVESTMENT COMMITTEE CHAIR

Eric Bland

 

Eric is a Senior Portfolio Manager whose career has focused on analyzing investments and building portfolios for a wide range of clients.  He is a member of the firm’s Investment Committee and Chair of the Public Markets Investment Committee.

In his role as Portfolio Manager, Eric utilizes his knowledge of investments to develop and research new investment ideas for clients and perform continuing due diligence on existing holdings. In addition, Eric works with Senior Client Advisors to manage, monitor, and maintain client portfolios.

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 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.