Paul Speargas, CFA

CHIEF INVESTMENT OFFICER, SENIOR FINANCIAL ADVISOR

PRINCIPAL, SHAREHOLDER

Paul Speargas Bio Image

 

In his role as Chief Investment Officer, Paul guides the long-term investment vision, philosophy and strategies for the firm’s clients. Paul has focused his career on working with high-net-worth individuals and multiple generations of families, and directly leads a number of our client engagements.  He is also a member of the firm’s Management Committee and Board of Directors.

Prior to joining WMS Partners, Paul was a Senior Portfolio Manager at Mercantile Investment and Wealth Management.  Before that, Paul worked as a Vice President and Portfolio Manager at Bank of America's Private Bank and its predecessors. Paul is a Chartered Financial Analyst (CFA®) charter holder and an active member of The CFA Institute and the Baltimore CFA Society. He has a Bachelor of Arts degree and a Master of Business Administration, with a concentration in finance, from Loyola University.

Paul is on the Board of Trustees of The Odyssey School, where he serves as Chair of the Investment Committee. He is also on the Board Quality Committee for the Greater Baltimore Medical Center (GBMC).  He is also a member of the Loyola Blakefield Alumni Board.  Paul is also a former Board Member at Mother Seton Academy.