Brandi I. Roberts
Profile
Prior to joining WMS Partners in 2007, Ms. Roberts worked at Legg Mason as a Special Projects accountant in the Mutual Fund Accounting Group.
She also worked as a senior accountant in Legg Mason's Capital Markets Group.
Prior to Legg Mason, Ms. Roberts was an accounting supervisor at a consulting firm, ICON Clinical Research and worked as an accountant at LaSalle Partners and McKenzie & Associates, focusing on commercial real estate investments.
Ms. Roberts is a Certified Public Accountant and a graduate of Milligan College in Tennessee with a Bachelor of Science in Accounting and Business Administration.
Former positions of Brandi I. Roberts
| Companies | Position | End |
|---|---|---|
| Lasalle Partners | Corporate Officer/Principal | - |
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | - |
ICON Clinical Research, Inc.
 ICON Clinical Research, Inc. Miscellaneous Commercial ServicesCommercial Services ICON Clinical Research, Inc. provides research and consulting services. It services include clinical research, biometrics, interactive technologies, laboratory, clinical pharmacology and consulting services. The company was founded by John Climax and Ronan Lambe in 1990 and is headquartered in North Wales, PA | Corporate Officer/Principal | - |
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. | Corporate Officer/Principal | - |
Training of Brandi I. Roberts
| Milligan College | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
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 |
| Legg Mason & Co. LLC (New York) | |
ICON Clinical Research, Inc.
ICON Clinical Research, Inc. Miscellaneous Commercial ServicesCommercial Services ICON Clinical Research, Inc. provides research and consulting services. It services include clinical research, biometrics, interactive technologies, laboratory, clinical pharmacology and consulting services. The company was founded by John Climax and Ronan Lambe in 1990 and is headquartered in North Wales, PA | Commercial Services |
| Lasalle Partners |
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