Paul A. Speargas
Chief Investment Officer at WMS Partners LLC
Paul A. Speargas active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Director/Board Member | 2008-02-29 | - |
| Chief Investment Officer | 2008-02-29 | - | |
| Portfolio Manager-Equities | 2008-02-29 | - | |
| Head of Private Banking | 2008-02-29 | - |
Career history of Paul A. Speargas
Former positions of Paul A. Speargas
| Companies | Position | Start | End |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - | - |
| Mercantile Investments, Inc. | Corporate Officer/Principal | - | - |
Training of Paul A. Speargas
| Loyola University Maryland, Inc. | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 2 |
| Masters Business Admin | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private companies | 2 |
|---|---|
| Mercantile Investments, Inc. | |
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. | Finance |
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