Profiel
Pace Roy Kessenich served as Partner & Chief Executive Officer at WMS Partners LLC from 2017 to 2019.
Prior to that, he worked as a Financial Advisor at UBS Financial Services, Inc. in 2007.
Pace also held positions as Vice President at Townsend Capital LLC, Associate at Sterling Fund Management LLC, and Principal at the US Department of the Navy (District of Columbia).
Mr. Kessenich holds an MBA from The Trustees of Columbia University in The City of New York, an undergraduate degree from the United States Naval Academy, and a graduate degree from Rensselaer Polytechnic Institute.
Eerdere bekende functies van Pace Roy Kessenich
Bedrijven | Functie | Einde |
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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. | Algemeen Directeur | 01-11-2019 |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 30-04-2007 |
US Department of the Navy (District of Columbia) | Corporate Officer/Principal | - |
Sterling Fund Management LLC
Sterling Fund Management LLC Investment ManagersFinance Sterling Fund Management LLC (Sterling Partners) is a Private Equity firm founded in 1983 by Eric Becker, Michael Bronfein, Shoshana M. Vernick, Jeff Elburn. The firm is headquartered in Chicago, Illinois. | Corporate Officer/Principal | - |
Townsend Capital LLC
Townsend Capital LLC Investment ManagersFinance Townsend Capital LLC invests in commercial real estate and energy sector. It specializes in the structuring and placement of tax advantaged investments in real estate, and oil and natural gas exploration for third party investors. Townsend Capital maintains real estate portfolios that includes a mix of office, warehouse, industrial, research, institutional and healthcare space. The company was founded by Dennis Townsend in 1975 and is headquartered in Hunt Valley, MD. | Corporate Officer/Principal | - |
Opleiding van Pace Roy Kessenich
United States Naval Academy | Undergraduate Degree |
Rensselaer Polytechnic Institute | Graduate Degree |
The Trustees of Columbia University in The City of New York | Masters Business Admin |
Ervaring
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Bedrijven in privébezit | 5 |
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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 |
Townsend Capital LLC
Townsend Capital LLC Investment ManagersFinance Townsend Capital LLC invests in commercial real estate and energy sector. It specializes in the structuring and placement of tax advantaged investments in real estate, and oil and natural gas exploration for third party investors. Townsend Capital maintains real estate portfolios that includes a mix of office, warehouse, industrial, research, institutional and healthcare space. The company was founded by Dennis Townsend in 1975 and is headquartered in Hunt Valley, MD. | Finance |
Sterling Fund Management LLC
Sterling Fund Management LLC Investment ManagersFinance Sterling Fund Management LLC (Sterling Partners) is a Private Equity firm founded in 1983 by Eric Becker, Michael Bronfein, Shoshana M. Vernick, Jeff Elburn. The firm is headquartered in Chicago, Illinois. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
US Department of the Navy (District of Columbia) | Government |