Bryan Michael Lopez
Director of Finance/CFO at WMS Partners LLC
Profile
Mr. Bryan M.
Lopez, CFA, is a Chief Financial Officer & Senior Portfolio Manager at WMS Partners LLC.
He is also the Shareholder and Principal at the firm.
He is a member of the firm’s Management Committee and Board of Directors.
He oversees the day-to-day management of the firm’s finances and is a key member of the firm’s Investment Committee, conducting due diligence on public-market investments and working with clients to manage their portfolios.
He joined WMS Partners in 2004 and has previously held the positions of Accounting Associate, Portfolio Manager, and COO at the firm.
He earned a Bachelor of Science degree in Economics with concentrations in Finance and Accounting from the Wharton School, as well as a Bachelor of Arts degree in International Studies from the University's College of Arts & Sciences.
He is a Chartered Financial Analyst (CFA) charter holder and graduated magna cum laude from the University of Pennsylvania.
Bryan Michael Lopez active positions
| Companies | Position | Start |
|---|---|---|
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. | Director of Finance/CFO | 31/10/2019 |
Training of Bryan Michael Lopez
| University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Bryan Michael Lopez
