Profile
David Mark Citron was the founder of WMS Partners LLC, founded in 1993, holding the title of Private Investment Strategist from 2023 to 2025.
Mr. Citron is a Director at The Network for Teaching Entrepreneurship since 2012.
Formerly, Principal at Salomon Brothers.
Education includes an undergraduate degree from the University of Maryland, conferred in 1982.
Dave Citron active positions
| Companies | Position | Start |
|---|---|---|
The Network for Teaching Entrepreneurship
The Network for Teaching Entrepreneurship Miscellaneous Commercial ServicesCommercial Services Provides teacher training and support services | Director/Board Member | 2012-03-26 |
Former positions of Dave Citron
| Companies | Position | End |
|---|---|---|
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS builds customized portfolios for clients using an open-architecture approach of best-in-class investments—public and private, active and passive, traditional and alternative. The firm generally favors low-cost passive or index strategies unless there are active managers who they are confident can outperform. | Founder | 2025-02-07 |
Salomon Brothers
Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Corporate Officer/Principal | - |
Training of Dave Citron
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS builds customized portfolios for clients using an open-architecture approach of best-in-class investments—public and private, active and passive, traditional and alternative. The firm generally favors low-cost passive or index strategies unless there are active managers who they are confident can outperform. | Finance |
Salomon Brothers
Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Finance |
University of Maryland
University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Network for Teaching Entrepreneurship
The Network for Teaching Entrepreneurship Miscellaneous Commercial ServicesCommercial Services Provides teacher training and support services | Commercial Services |
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