As an Associate Advisor, Jose supports the advisory team in the preparation and implementation of client application and enrollment forms, data gathering regarding client financial information, preparation of client meeting materials, tax coordination and special projects as needed. Jose provides direct assistance to client advisors. He also collaborates with portfolio managers on the investment management of client portfolios, including public and private investments. Jose is a member of the Debt and Equity Committee, where he assists with due diligence and research.
Jose began his career with WMS as an intern, working with the firm during his last two years at Towson University, where he earned a Bachelor of Science degree (summa cum laude). While a student at Towson, Jose was a Finance tutor and a member of a five-person team from the university that placed second in a regional CFA Institute Research Challenge beating out graduate student teams from other universities. Jose is a CFA Level II candidate.
I love hiking and rock climbing. I really enjoy spending time outdoors, in contact with nature. I also enjoy spending time with my family and traveling to new places.
I love the people I work with. We have many talented individuals in our team. They are humble, brilliant, and they are always available to assist you. They make working together a truly rewarding experience.
After graduating high school, I lived in Dresden, Germany for eight months as an exchange student. I had the opportunity to learn about the German culture, and to experience the European way of life. This was a truly remarkable experience that taught me how to be independent and self-aware.