WMS Partners overview
WMS Partners contact information
Offices
Towson Commons 1 West Pennsylvania Avenue Suite 800, Towson, 21204 5025 , United StatesContacts
| Name | Job title | Location | |
|---|---|---|---|
Key Contact Mr. Paul Speargas | Job titleCo-Chief Investment Officer and Senior Financial Advisor | LocationTowson, United States | Email  ----- |
| Ms. Laura Carr | Job titleChief Operating Officer | LocationColumbia, United States | Email --------- |
| Mr. Joel Houck | Job titleChief Operating Officer, Investments and Senior Financial Advisor | LocationColumbia, United States | Email --------- |
| Mr. Bryan Lopez | Job titleChief Financial Officer and Senior Portfolio Manager | LocationTowson, United States | Email ----- |
WMS Partners funds managed
Funds in market: 1
| Fund | Fund size | Open date | Strategy |
|---|---|---|---|
Fund size ----- | Open dateJun 2023 | Strategy ----- | |
Closed funds: 3
| Fund | Fund size | Close date | Strategy |
|---|---|---|---|
Fund size --------- | Close dateJan 2019 | Strategy ----------- | |
Fund size --------- | Close dateNov 2016 | Strategy ---------- | |
Fund size ---------- | Close date- | Strategy ------ | |