Bryan Michael Lopez

Financieel Directeur/CFO bij WMS Partners LLC

Finance

Consumer Services

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Bedrijven	Functie	Begin	Einde
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.	Directeur/Bestuurslid	01-06-2004	-
	Financieel Directeur/CFO	01-11-2019	-
	Lid van de Investeringscommissie	01-06-2004	-
	Portefeuillebeheerder-Aandelen	01-09-2005	-

University of Pennsylvania

Undergraduate Degree

Internationaal

Verenigde Staten

Operationeel

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

Sectoraal

Finance	2
Consumer Services	2

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Bedrijven in privébezit	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

Bedrijven in privébezit

Finance