Josh Rowe
Director of Research - Equity at WMS Partners LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Dave Citron | M | - |
WMS Partners LLC
 WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 31 years |
| Tim Chase | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 31 years |
| Martin Joseph Eby | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 31 years |
| Paul A. Speargas | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 16 years |
| Bryan Michael Lopez | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 20 years |
| Eric Matthew Bland | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 9 years |
| Reiley Jones Syrek | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 8 years |
| Todd M. Wickwire | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 5 years |
| Bob Killebrew | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 15 years |
| Laura Mary Carr | F | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 5 years |
| Lesa Lea Crosser | F | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 13 years |
| Hannah Rosemary Neitzke | F | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 5 years |
| Matthias Stuber | M | - |
The Johns Hopkins University
| 22 years |
| Dan Mento | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 3 years |
| Adam Kaplin | M | 57 |
The Johns Hopkins University
| 22 years |
| Paul Ha | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 3 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Rajiv Vinnakota | M | 53 |
Princeton University
| 5 years |
| Pace Roy Kessenich | M | - |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | 2 years |
| Sam Yilmaz | M | - |
The Johns Hopkins University
| 7 years |
| Hakan Kaya | M | - |
Princeton University
| 4 years |
| Weina Shi | F | - |
The Johns Hopkins University
| 5 years |
| Nasif Mohammed | M | - |
The Johns Hopkins University
| 5 years |
| Julio Armando Cacho | M | - |
Princeton University
| - |
| Jan Martin Witte | M | 50 |
The Johns Hopkins University
| 6 years |
| Nikhil S. Palekar | M | - |
The Johns Hopkins University
| 5 years |
| Sean P. McWilliams | M | - |
The Johns Hopkins University
| 9 years |
| Philip James Aiken | M | - |
The Johns Hopkins University
| 4 years |
| Francisco Tejada | M | - |
The Johns Hopkins University
| 8 years |
| Ian R. Goltra | M | - |
Orinda Asset Management LLC
 Orinda Asset Management LLC Investment ManagersFinance Orinda Asset Management LLC (Orinda) is a hedge fund management firm headquartered in Lafayette, California. It was founded in 2010 by a group of seasoned investment professionals with significant experience in the financial services industry. The firm is a subsidiary of Orinda Investment Partners LLC. Orinda works exclusively with financial advisors to help lower risk in client portfolios through their alternative mutual fund platform. | 6 years |
| Shahab Vagefi | M | - |
The Johns Hopkins University
| 5 years |
| Gabriel Tenorio | M | - |
Princeton University
| 5 years |
| Mark Thomas Kelly | M | - |
The Johns Hopkins University
| 6 years |
| Peter Donnelly | M | - |
The Johns Hopkins University
| 3 years |
| Jeff Raider | M | 43 |
The Johns Hopkins University
| 5 years |
| Ajay Mantha | M | - |
The Johns Hopkins University
| 4 years |
| James A. Tzitzouris | M | 50 |
The Johns Hopkins University
| 6 years |
| Daisy Chen | F | - |
Princeton University
| 2 years |
| Beau Thomas | M | - |
Princeton University
| 4 years |
| Matt Farris | M | - |
Princeton University
| 4 years |
| Coleman Crutchfield | M | - |
Princeton University
| 4 years |
| Monisha Jayakumar | F | - |
Princeton University
| 2 years |
| Edward von der Schmidt | M | - |
Princeton University
| 4 years |
| Santoro Dan | M | - |
Princeton University
| 4 years |
| Nikhil Pereira-Kamath | M | - |
Princeton University
| 4 years |
| Arjun Arora | M | - |
Princeton University
| 4 years |
| Alex Kraus | M | - |
Princeton University
| 4 years |
| Mitchell Wyly | M | - |
Princeton University
| 4 years |
| Anne Lee | F | - |
Princeton University
| 4 years |
| Liza Cheung | F | - |
Princeton University
| 4 years |
| Shu Haur Tang | M | - |
Princeton University
| 4 years |
| Vittal Kadapakkam | M | - |
Princeton University
| 4 years |
| Richard Zhang | M | - |
Princeton University
| 4 years |
| William Nguyen | M | - |
Princeton University
| 4 years |
| Cerena Chen | F | - |
Princeton University
| 4 years |
| Yigit Satilmaz | M | - |
Princeton University
| 4 years |
| Amanda Daniel | F | - |
Princeton University
| 4 years |
| Kenneth Ewell | M | - |
Princeton University
| 4 years |
| Melekot Abate | M | - |
Princeton University
| 4 years |
| Andrew Barnett | M | - |
Princeton University
| 4 years |
| Cate Pfirrman | F | - |
Princeton University
| 4 years |
| Andrew Sowa | M | - |
Princeton University
| 4 years |
| Emily Weimer | F | - |
Princeton University
| 4 years |
| James Lavelle | M | - |
Princeton University
| 4 years |
| Keanan Clark | M | - |
Princeton University
| 4 years |
| Medha Ranka | F | - |
Princeton University
| 4 years |
| Mark Pavlyukovskyy | M | - |
Princeton University
| 4 years |
| Jung-In Hong | M | - |
Princeton University
| 8 years |
| Yuri C. Larrabee | M | - |
Princeton University
| 4 years |
| Yigong Shi | M | 57 |
Princeton University
| 10 years |
| Steven J. Healy | M | 62 |
Princeton University
| 6 years |
| William Frist | M | 72 |
Princeton University
| 1 years |
| Damien Zhang | M | - |
Princeton University
| 4 years |
| Weston Minami | M | - |
Princeton University
| 4 years |
| William Peng | M | - |
Princeton University
| 4 years |
| Andrew J. Doupé | M | - |
Princeton University
| 4 years |
| Alanna Eve Gregory | F | - |
Princeton University
| 4 years |
| Perlman Matt | M | - |
Princeton University
| 4 years |
| Carter A. Cleveland | M | - |
Princeton University
| 4 years |
| Bob Schneider | M | - |
Princeton University
| 4 years |
| Timothy Abbott | M | - |
Princeton University
| 4 years |
| Lucy Minott | F | - |
Princeton University
| 4 years |
| James Silcock | M | - |
Princeton University
| 4 years |
| Alexander Rubert | M | - |
Princeton University
| 4 years |
| Nikhil Basu Trivedi | M | - |
Princeton University
| 4 years |
| Vitaliy Elbert | M | - |
Princeton University
| 4 years |
| Ryan Morrell | M | - |
Princeton University
| 4 years |
| Nat Gardenswartz | M | - |
Princeton University
| 4 years |
| Kevin Cheng | M | - |
Princeton University
| 4 years |
| Yi Wang | M | 43 |
Princeton University
| 3 years |
| David Shuster | M | - |
Princeton University
| 4 years |
| Alexander Chuka | M | - |
Princeton University
| 4 years |
| Chern Han Lim | M | - |
Princeton University
| 4 years |
| Tom Klingman | M | - |
Princeton University
| 4 years |
| Stan Buncher | M | - |
Princeton University
| 4 years |
| Philipp Bewerunge | M | - |
Princeton University
| 4 years |
| Marissa Moore | F | - |
Princeton University
| 4 years |
| Juliano Antonio | M | - |
Princeton University
| 4 years |
| Aaron Applbaum | M | - |
Princeton University
| 4 years |
| James Cole | M | - |
Princeton University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 99 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Josh Rowe
- Personal Network
