Todd M. Wickwire
Chief Executive Officer bij WMS Partners LLC
Profiel
Mr. Todd M.
Wickwire is a Chief Executive Officer at WMS Partners LLC.
He is also a Shareholder at the firm.
As Chief Executive Officer, he is responsible for leading the development and implementation of the firm's strategic and operational plans and for building and preserving the firm’s culture.
Along with other members of the Management Committee, he is responsible for the day to day management of the firm.
He is also an Adjunct Professor at the Sellinger School of Business at Loyola University.
Mr. Wickwire is an Advisory Board Member on the Catch a Lift Fund, a charity that sponsors programs benefitting post 9/11 combat-wounded veterans.
Prior to joining WMS, Mr. Wickwire was a Managing Director and Head of Equity Research at Wells Fargo Securities, a position he held for 20 years.
In that role, he led a team of 150 professionals, including 50 senior equity analysts advising institutional investors in the U.S.
and Europe.
His responsibilities included oversight of stock and sector coverage strategies and investment ratings, and several important administrative functions encompassing HR, finance, IT, legal, compliance, and media relations.
He also served on several governance committees, including serving as Chairman of the firm’s Equity Transaction Screening Committee and as a voting member of the firm’s Equity Underwriting Commitment Committee.
His career includes positions in both investment banking and institutional equity sales at Alex.
Brown & Sons and J.P.
Morgan Securities.
He earned an MBA from The Wharton School at the University of Pennsylvania and a BA with honors from Franklin & Marshall College where he was a member of Phi Beta Kappa.
Actieve functies van Todd M. Wickwire
Bedrijven | Functie | Begin |
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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. | Chief Executive Officer | 01-02-2019 |
Eerdere bekende functies van Todd M. Wickwire
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Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Director of Research - Equity | 01-02-2019 |
Opleiding van Todd M. Wickwire
Franklin & Marshall College | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
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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 |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Finance |