Bryan Michael Lopez
Director of Finance/CFO at WMS Partners LLC
Bryan Michael Lopez 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 | 2004-05-31 | - |
| Director of Finance/CFO | 2019-10-31 | - | |
| Investment Committee Member | 2004-05-31 | - | |
| Portfolio Manager-Equities | 2005-08-31 | - |
Career history of Bryan Michael Lopez
Training of Bryan Michael Lopez
| University of Pennsylvania | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Director/Board Member | 1 |
| Director of Finance/CFO | 1 |
| Investment Committee Member | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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 |
- Stock Market
- Insiders
- Bryan Michael Lopez
- Experience
