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WMS Partners

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WMS Partners

About

WMS Partners was founded in 1993 on the principles of providing our clients with the same level of service that a Chief Financial Officer (CFO) would dedicate to a successful corporation. As your advocate and central point for financial affairs, we work proactively with your service providers, including accountants, attorneys, consultants, insurance professionals and philanthropic advisors. We are large enough that we provide exposure to many unique ideas and strategies in the investment, estate, tax, financial advisory and risk management arena; but small enough to provide discreet individualized guidance.
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News

What Does a Trump Presidency Mean for Estate Planning? By Tim Chase
Louis Jay Ulman, JD Joins WMS Partners as Partner and Senior Consultant
WMS Partners Recognized for Excellence by InvestmentNews

Professional Profiles

Timothy W. Chase
CEO
WMS Partners
Bryan Lopez
CFO
WMS Partners
4:29

Cristo Rey Jesuit High School

Bill Heiser, President
  • Non-Profit
    Non-ProfitNon-Profit
13:03

Brown Advisory Mutual Funds

Joseph R. Hardiman, Interviewed by Alfred Berkeley, Chairman
  • Venture Capital / Private Equity / Angels
    Venture Capital / Private Equity / AngelsVenture Capital / Private Equity / Angels
  • Rockstars / Politicians / Disruptors
    Rockstars / Politicians / DisruptorsRockstars / Politicians / Disruptors
  • Financial Services
    Financial ServicesFinancial Services
7:04

University of Maryland Medical System

Bob Chrencik, CEO
  • Biotech / MedTech / Cybersecurity
    Biotech / MedTech / CybersecurityBiotech / MedTech / Cybersecurity
  • Professional Services
    Professional ServicesProfessional Services
  • General Business
    General BusinessGeneral Business
6:20

Outward Bound

Ginger Mihalik, Executive Director
  • Woman Entrepreneurs
    Woman EntrepreneursWoman Entrepreneurs
  • Non-Profit
    Non-ProfitNon-Profit
4:14

DLA Piper

Brett Ingerman, Managing Partner
  • Professional Services
    Professional ServicesProfessional Services
  • General Business
    General BusinessGeneral Business
6:46

Maryland Venture Fund

Andy Jones, Managing Director
  • Venture Capital / Private Equity / Angels
    Venture Capital / Private Equity / AngelsVenture Capital / Private Equity / Angels
  • Financial Services
    Financial ServicesFinancial Services
6:45

Learn It Systems

Don Scheeler, Executive VP
  • EdTech
    EdTechEdTech
  • Digital Entrepreneurs
    Digital EntrepreneursDigital Entrepreneurs
4:08

Lessoncast Learning

Nicole Tucker-Smith, Founder and CEO - Interviewed by Frank Bonsal
  • EdTech
    EdTechEdTech
  • Digital Entrepreneurs
    Digital EntrepreneursDigital Entrepreneurs
  • Black Entrepreneurs
    Black EntrepreneursBlack Entrepreneurs
  • Woman Entrepreneurs
    Woman EntrepreneursWoman Entrepreneurs
6:37

Nexion Health

Francis Kirley, CEO
  • Biotech / MedTech / Cybersecurity
    Biotech / MedTech / CybersecurityBiotech / MedTech / Cybersecurity
  • General Business
    General BusinessGeneral Business
4:31

QuestMark Partners

Ben Schapiro, Cofounder and Partner
  • Venture Capital / Private Equity / Angels
    Venture Capital / Private Equity / AngelsVenture Capital / Private Equity / Angels
6:09

EverFi

Tom Davidson, Cofounder and CEO
  • EdTech
    EdTechEdTech
  • Digital Entrepreneurs
    Digital EntrepreneursDigital Entrepreneurs
5:21

Sheppard Pratt Health System

Harsh Trivedi, CEO
  • Biotech / MedTech / Cybersecurity
    Biotech / MedTech / CybersecurityBiotech / MedTech / Cybersecurity
  • Non-Profit
    Non-ProfitNon-Profit
  • General Business
    General BusinessGeneral Business

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