WMS Partners, LLC

Description

Address: 1 Olympic Pl, Towson, MD 21204 Hours: Open ⋅ Closes 5:30PM Thursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedMonday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (410) 337-7575: : Category: : Website: : Place name: : : Website: https://www.wms-partners.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of WMS Partners LLC Posting publicly on the Web Write a review Reviews 1 Google review

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WMS Partners, LLC Employees

Employee
Years
Job
Industry
Peter Marconi Peter Marconi Baltimore, Maryland Area Details
Peter Marconi's WMS Partners, LLC Experience May 2014 - May 2015
Job Analyst at Chesapeake Corporate Advisors | CFA Level II Candidate
Industry Investment Banking
Experience
Chesapeake Corporate Advisors   July 2015 - Present
WMS Partners, LLC   May 2014 - May 2015
Loyola University Maryland  April 2014 - May 2015
CFA Global Investment Research Challenge   October 2014 - February 2015

Skills
PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, Public Speaking, Economics, Research, Spanish, Prezi, Qualtrics, Morningstar Direct

Education
Loyola University Maryland   2011 — 2015
Bachelor of Business Administration (BBA), Finance, Mathematics Minor

Perre Peraj Perre Peraj Greater New York City Area Details
Perre Peraj's WMS Partners, LLC Experience September 2014 - May 2015
Job Equity Research Associate at Rosenblatt Securities
Industry Investment Management
Experience
Rosenblatt Securities  June 2015 - Present
Rosenblatt Securities  January 2013 - June 2015
WMS Partners, LLC   September 2014 - May 2015

Education
Loyola University Maryland   2011 — 2015
Bachelor's Degree, Finance, General

Saint Mary's College of California   2013 — 2013

Gary R. Anderson, JD, CPA/PFS, AIF(R) Gary R. Anderson, JD, CPA/PFS, AIF(R) Baltimore, Maryland Area Details
Gary R. Anderson, JD, CPA/PFS, AIF(R)'s WMS Partners, LLC Experience July 2014 - Present
Job Senior Advisor at WMS Partners, LLC
Industry Financial Services
Experience
WMS Partners, LLC   July 2014 - Present
Glass Jacobson  August 2008 - July 2014
GRA Financial Advisors, LLC   2003 - 2008
KPMG  March 1975 - November 1994
Venable LLP  July 1972 - March 1975

Education
Lehigh University
BSBA, Accounting

University of Maryland School of Law
JD, Law

Antonio Cartolano Antonio Cartolano Yonkers, New York Details
Antonio Cartolano's WMS Partners, LLC Experience April 2015 - Present
Job Investment Analyst at WMS Partners, LLC
Industry Investment Management
Experience
WMS Partners, LLC   April 2015 - Present
Loyola University Maryland  September 2013 - Present
Forbes  June 2014 - August 2014
Wall Street Prep  June 2014 - June 2014

Skills
Financial Modeling, Equity Trading, Investments, Finance, Microsoft Excel, Market Research, Financial Analysis, Leadership

Education
Loyola University Maryland   2013 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Fordham Preparatory School   2009 — 2013

Ryan Pollard Ryan Pollard Baltimore, Maryland Area Details
Ryan Pollard's WMS Partners, LLC Experience January 2014 - Present
Job Partner at WMS Partners, LLC
Industry Investment Management
Experience
WMS Partners, LLC   January 2014 - Present
WMS Partners, LLC   December 2012 - Present
WMS Partners, LLC   July 2008 - December 2012
WMS Partners, LLC   September 2006 - July 2008

Skills
Fixed Income, Investments, Equities, Securities, Hedge Funds

Education
Loyola University Maryland   2011 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

James Madison University   2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General

Tanika McNair Tanika McNair Baltimore, Maryland Area Details
Tanika McNair's WMS Partners, LLC Experience June 2011 - Present
Job Client Service Adminstrator at WMS Partners LLC
Industry Financial Services
Experience
WMS Partners LLC  June 2011 - Present
Morgan Stanley Smith Barney  January 2007 - June 2011
Black and Decker  1998 - 2006

Skills
Series 7, Series 66, Relationship Management, Cross Functional..., Practice Management, Superior Client Service, Operational Efficiency, Notary Public, Uniform Combined State..., Financial Services, Client Services, Cross-functional Team...

Education
University of Baltimore
Bachelor of Science, Business Adminstration - Finance

Harford Community College
Associate of Science, Engineering

Jerrod Ridgway Jerrod Ridgway Baltimore, Maryland Details
Jerrod Ridgway's WMS Partners, LLC Experience October 2014 - April 2015
Job Financial Analyst at Wells Fargo
Industry Higher Education
Experience
To Love Children Educational Foundation International Inc   July 2015 - Present
Wells Fargo  June 2015 - Present
Loyola University Maryland  August 2011 - June 2015
WMS Partners, LLC   October 2014 - April 2015
Wells Fargo  May 2014 - August 2014
CitiGroup One Main Financial   January 2014 - April 2014
World Trade Center Institute  May 2013 - August 2013
Loyola Enterprise Inc   September 2011 - January 2012

Skills
Research, Microsoft Office, Finance, Facebook, Databases, Data Analysis, Analysis, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Risk Management, Higher Education, Social Media, Event Planning, Teaching, Teamwork, Editing, Tutoring, Qualitative Research, Leadership, Database Administration, Multi Tasking, Windows, Data Entry, Team Leadership, Market Research, Financial Analysis, Time Management, Risk Assessment, Access, Economics, Spanish, Analytics, SAS E-Miner, Oracle SQL Developer, ACT Database, Tableau, Financial Modeling, Financial Reporting, Networking

Education
Loyola University Maryland   2011 — 2015
Bachelor of Business Administration (BBA), Finance and Information Systems Minor

Benjamin Portman Benjamin Portman Fairfax, Virginia Details
Benjamin Portman's WMS Partners, LLC Experience July 2007 - August 2008
Job Founder and Lead Architect at Orpheus, Inc.
Industry Information Technology and Services
Experience
Orpheus, Inc.   October 2014 - Present
SLAIT Consulting  October 2014 - February 2015
Ellucian  October 2012 - October 2014
Ntiva, Inc  September 2011 - October 2012
Ntiva, Inc  March 2010 - September 2011
Ntiva, Inc  March 2009 - March 2010
WMS Partners, LLC   July 2007 - August 2008

Skills
Windows Server, Hyper-V, SharePoint, VMware, Linux, Watchguard, Network Engineering, Backup Exec, Storage Area Networks, Computer Hardware, Cisco Routers, Exchange 2010/2007/2003, SCVMM, Dell Switches, VMware vSphere, VirtualBox, ESXi, vCloud Automation Center, Lab Manager 4, Microsoft SQL Server, Powershell, PowerCLI, UniData, Mac, Microsoft Exchange, SAN, Virtualization, Cloud Computing, Servers

Education
Northwestern University   2003 — 2007
BA, Economics

Northwestern University   2003 — 2007
Bachelor of Arts (B.A.), Economics

Margaret Brennan Margaret Brennan Boston, Massachusetts Details
Margaret Brennan's WMS Partners, LLC Experience January 2014 - May 2014
Job Assistant Portfolio Manager at Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc.   November 2014 - Present
Appleton Partners, Inc.   June 2014 - October 2014
WMS Partners, LLC   January 2014 - May 2014
Casual Male Retail Group  June 2012 - August 2012

Skills
Spanish

Education
Loyola University Maryland   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Information Systems

University College Cork   2013 — 2013
Study Abroad

Hingham High School   2006 — 2010

Chad Norfolk, CFP®, AIF® Chad Norfolk, CFP®, AIF® Towson, Maryland Details
Chad Norfolk, CFP®, AIF®'s WMS Partners, LLC Experience January 2014 - Present
Job Partner at WMS Partners, LLC
Industry Financial Services
Experience
WMS Partners, LLC   January 2014 - Present
FAI Wealth Management formerly Financial Advantage, Inc.   July 2006 - January 2014
Geier Financial Group   June 1996 - June 2006

Skills
Investments, Wealth Management, Retirement Planning, Estate Planning, Asset Management, Investment Strategies, Asset Allocation, Alternative Investments, Portfolio Management, Financial Services, Investment Advisory, Financial Advisory, Wealth, Strategic Financial..., High Net Worth...

Education
Towson University   1992 — 1996
Business Administration and Marketing

Liberty High School   1989 — 1992

Greg Blake Greg Blake Towson, Maryland Details
Greg Blake's WMS Partners, LLC Experience November 2014 - Present
Job Senior Client Advisor, Director of Client Development at WMS Partners, LLC
Industry Financial Services
Experience
WMS Partners, LLC   November 2014 - Present
Convergent Wealth Advisors  January 2011 - November 2014
AllianceBernstein  2007 - February 2011
SANZ, Inc.   August 2004 - July 2007
AT&T Government Solutions  January 2002 - August 2004
Tollgrade Communications  June 2001 - January 2002
WaferNet, Inc.   May 1999 - June 2001
United States Marine Corps  May 1994 - May 1999

Skills
Estate Tax Planning, Hedge Funds, Portfolio Management, Investment Banking, Investment Strategies, Alternative Investments, Financial Planning, Financial Reporting, Financial Advisory, Financial Markets, Private Wealth..., Wealth Preservation, Wealth Transfer, Wealth Accumulation, Asset Allocation, Asset Management, Business Development

Education
Santa Clara University   2000 — 2002
MBA, Finance, General

United States Naval Academy   1990 — 1994
BS, Economics

The Lawrenceville School   1989 — 1990

Mt. Hebron   1986 — 1990

Bryan Lopez, CFA Bryan Lopez, CFA Baltimore, Maryland Area Details
Bryan Lopez, CFA's WMS Partners, LLC Experience October 2013 - Present
Job Partner/Chief Operating Officer at WMS Partners, LLC
Industry Investment Management
Experience
WMS Partners, LLC   October 2013 - Present
WMS Partners, LLC   January 2012 - Present
WMS Partners, LLC   April 2011 - October 2013
WMS Partners, LLC   September 2005 - April 2011
WMS Partners, LLC   June 2004 - September 2005

Skills
Investment Management, Investments, Investment Advisory, Mutual Funds, Financial Analysis, Finance

Education
University of Pennsylvania   2000 — 2004
B.A., International Studies

University of Pennsylvania - The Wharton School   2000 — 2004
B.S., Finance and Accounting

Katya Ekaterina Krasnova Katya Ekaterina Krasnova Washington D.C. Metro Area Details
Katya Ekaterina Krasnova's WMS Partners, LLC Experience September 2009 - June 2011
Job Project Manager at Oil Price Information Service (OPIS)
Industry Information Technology and Services
Experience
Oil Price Information Service (OPIS)   July 2015 - Present
Towson University  May 2013 - Present
WMS Partners  July 2011 - March 2013
WMS Partners, LLC   September 2009 - June 2011
Towson University Investment Group   September 2008 - May 2011

Skills
Excel, Databases, Investments, Equity Research, Mutual Funds, Banking, Government Relations, Finance, Bloomberg, Microsoft Excel, Financial Analysis, Risk Management, Strategy, Accounting, Access, Economics, Project Management, Business Strategy, Analysis, Data Analysis, Time Management, Microsoft Office

Education
Towson University   2013 — 2015
Master of Science (MS), Applied Information Technology, Certificate in Information Systems Management, 3.8

Towson University   2008 — 2011
Bachelor of Science (B.S.), Accounting

Казанский Государственный Университет / Kazan State University   2005 — 2010
Bachelor of Science (B.S.), Political Economy, 3.5