Bryan Michael Lopez

Finanzdirektor/CFO bei WMS Partners LLC

Finance

Consumer Services

Aktive Positionen von Bryan Michael Lopez

Unternehmen	Position	Beginn	Ende
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.	Direktor/Vorstandsmitglied	01.06.2004	-
	Finanzdirektor/CFO	01.11.2019	-
	Mitglied des Investmentausschusses	01.06.2004	-
	Portfolio Manager-Aktien	01.09.2005	-

University of Pennsylvania

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Director/Board Member	1
Director of Finance/CFO	1
Investment Committee Member	1

Sektoral

Finance	2
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	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

Private Unternehmen

Finance