Bryan Michael Lopez
Director of Finance/CFO at WMS Partners LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Dave Citron | M | - |
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. | 31 years |
| Paul A. Speargas | M | - |
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. | 16 years |
| Josh Rowe | M | - |
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. | 5 years |
| Martin Joseph Eby | M | - |
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. | 31 years |
| Tim Chase | M | - |
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. | 31 years |
| Eric Matthew Bland | M | - |
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. | 9 years |
| Reiley Jones Syrek | M | - |
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. | 8 years |
| Bob Killebrew | M | - |
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. | 15 years |
| Howard Marks | M | 77 |
University of Pennsylvania
| 24 years |
| Laura Mary Carr | F | - |
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. | 5 years |
| Lesa Lea Crosser | F | - |
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. | 13 years |
| Todd M. Wickwire | M | - |
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. | 5 years |
| Hannah Rosemary Neitzke | F | - |
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. | 5 years |
| John Jeffrey Ying | M | 62 |
University of Pennsylvania
| 21 years |
| Rob Stavis | M | 61 |
University of Pennsylvania
| 20 years |
| Dan Mento | M | - |
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. | 3 years |
| Paul Ha | M | - |
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. | 3 years |
| Vera King Farris | M | 87 |
University of Pennsylvania
| 21 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Amir Memon | M | - |
University of Pennsylvania
| 11 years |
| Bill Belleville | M | - |
University of Pennsylvania
| 2 years |
| Eric Klein | M | - |
University of Pennsylvania
| 11 years |
| Pace Roy Kessenich | M | - |
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. | 2 years |
| Sarah C. Jones | F | - |
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. | - |
| Nehal Kamalapat Chopra | F | - |
University of Pennsylvania
| 4 years |
| Jennifer Goldstein | F | - |
University of Pennsylvania
| 7 years |
| John W. Glomb | M | - |
University of Pennsylvania
| 12 years |
| John Fry | M | 64 |
University of Pennsylvania
| 7 years |
| César Orosco | M | - |
University of Pennsylvania
| 6 years |
| Jed Cairo | M | - |
University of Pennsylvania
| 5 years |
| Tae Yamaura | F | - |
University of Pennsylvania
| 2 years |
| Salvatore Tirabassi | M | - |
University of Pennsylvania
| 3 years |
| Chris Frink | M | - |
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. | - |
| Ari Levine | M | 41 |
University of Pennsylvania
| 4 years |
| Simón Gaviria Muñoz | M | 43 |
University of Pennsylvania
| 4 years |
| Benjamin Conrad Roberts | M | - |
University of Pennsylvania
| 7 years |
| Vijay Chattha | M | - |
University of Pennsylvania
| 5 years |
| Sean Evan Wright | M | 50 |
University of Pennsylvania
| 2 years |
| Robert Doebele | M | 53 |
University of Pennsylvania
| 4 years |
| Eric Zoller | M | - |
University of Pennsylvania
| 7 years |
| Maja Sliwinski | F | - |
University of Pennsylvania
| 6 years |
| Danny Evens | M | - |
University of Pennsylvania
| 4 years |
| Tai San Noah Lim | M | 49 |
University of Pennsylvania
| 3 years |
| Darius Beni Cayetano | M | 50 |
University of Pennsylvania
| 11 years |
| Nachi Gupta | M | - |
University of Pennsylvania
| 3 years |
| Gerson R. Guzman | M | - |
University of Pennsylvania
| 2 years |
| Taran Sang Yong Bae | M | - |
University of Pennsylvania
| 2 years |
| Saam Farhang | M | - |
University of Pennsylvania
| 5 years |
| Puja Dhanraj | F | - |
University of Pennsylvania
| 5 years |
| Ajim Tamboli | M | 47 |
University of Pennsylvania
| 8 years |
| Jay Cecil | M | - |
University of Pennsylvania
| 2 years |
| Doug Asiello | M | 54 |
University of Pennsylvania
| 3 years |
| Christopher Patusky | M | 60 |
University of Pennsylvania
| 7 years |
| Noreen Anne Frost | F | - |
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. | - |
| Holger Boerner | M | - |
University of Pennsylvania
| 2 years |
| Alex Dogariu | F | - |
University of Pennsylvania
| 4 years |
| Steven Yu Tsung Pei | M | - |
University of Pennsylvania
| 4 years |
| Douglas Winston Kennedy | M | - |
University of Pennsylvania
| 4 years |
| Jakob Celnik | M | - |
University of Pennsylvania
| 4 years |
| Brandon O'Gara | M | - |
University of Pennsylvania
| 4 years |
| Jeff Schlosser | M | - |
University of Pennsylvania
| 2 years |
| Lloyd Sommers | M | - |
University of Pennsylvania
| 4 years |
| Wen Kai Xiang | M | - |
University of Pennsylvania
| 4 years |
| Russell Myer Hoffman | M | - |
University of Pennsylvania
| - |
| Zeynep Lucchini Gilera | F | - |
University of Pennsylvania
| 4 years |
| Sabir J. Rassiwalla | M | - |
University of Pennsylvania
| 4 years |
| Matthew Doka | M | - |
University of Pennsylvania
| 4 years |
| Joshua Beer | M | - |
University of Pennsylvania
| 4 years |
| Susan Lin | F | - |
University of Pennsylvania
| 4 years |
| Anthony Cambeiro | M | - |
University of Pennsylvania
| 4 years |
| Alex Abrams | M | - |
University of Pennsylvania
| 4 years |
| Richard Pulik | M | - |
University of Pennsylvania
| 4 years |
| Zeke Faham | M | - |
University of Pennsylvania
| 3 years |
| Shelby Zitelman | F | - |
University of Pennsylvania
| 4 years |
| Joyce S. Meng | F | - |
University of Pennsylvania
| 4 years |
| Brian Propes | M | - |
University of Pennsylvania
| 2 years |
| Phil Engel | M | - |
University of Pennsylvania
| 4 years |
| Atul Joshi | M | - |
University of Pennsylvania
| 4 years |
| Xin Liu | F | - |
University of Pennsylvania
| 2 years |
| Sang-Yong Lee | M | - |
University of Pennsylvania
| 2 years |
| Jason S. Kahan | M | - |
University of Pennsylvania
| 4 years |
| Laura Holson | F | 38 |
University of Pennsylvania
| 4 years |
| David Dunning | M | - |
University of Pennsylvania
| 4 years |
| Arun Rao | M | - |
University of Pennsylvania
| 4 years |
| Melissa M. Smith | F | - |
University of Pennsylvania
| 4 years |
| Will Sheehan | M | - |
University of Pennsylvania
| 4 years |
| Luciano Toledo de Campos | M | - |
University of Pennsylvania
| 2 years |
| Jonathan Hirschtritt | M | - |
University of Pennsylvania
| 4 years |
| Christopher Sighinolfi | M | 40 |
University of Pennsylvania
| 4 years |
| Aaron J. Perlis | M | - |
University of Pennsylvania
| 4 years |
| Ryan Stuckert | M | - |
University of Pennsylvania
| 4 years |
| Lee Jacobs | M | - |
University of Pennsylvania
| 4 years |
| Veronica Zapasnik | F | - |
University of Pennsylvania
| 4 years |
| Brian French | M | - |
University of Pennsylvania
| 2 years |
| Ignacio M. DuQuesne | M | - |
University of Pennsylvania
| 4 years |
| Evren D. Kopelman | F | - |
University of Pennsylvania
| 2 years |
| Charles Rayner | M | - |
University of Pennsylvania
| 4 years |
| Ryan McKenna | M | - |
University of Pennsylvania
| 4 years |
| Peter J. Sundheim | M | - |
University of Pennsylvania
| 4 years |
| Victor S. Gill | M | - |
University of Pennsylvania
| 4 years |
| Melanie L. Lorenzo | F | 44 |
University of Pennsylvania
| 3 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Bryan Michael Lopez
- Personal Network
