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Profiel
Paul A. Speargas formerly worked at Bank of America Corp., as Vice President, WMS Partners LLC, as Co-CIO & Senior Financial Advisor from 2008 to 2025, and Mercantile Investments, Inc., as Senior Portfolio Manager.
Mr. Speargas received his undergraduate degree in 1996 and Masters Business Admin degree in 2000 from Loyola University Maryland, Inc.
Eerdere bekende functies van Paul A. Speargas
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Chief Investment Officer | 01-01-2025 |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Mercantile Investments, Inc. | Corporate Officer/Principal | - |
Opleiding van Paul A. Speargas
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
85
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
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 |
Loyola University Maryland, Inc.
 Loyola University Maryland, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mercantile Investments, Inc. |
