Todd M. Wickwire
WMS Partners, a Maryland-based fee-only wealth advisor, is proud to announce that Todd M. Wickwire has joined the firm as Chief Operating Officer.
“Todd’s background working in the equity capital and public securities industry naturally complements our team and strengthens the firm’s position as a leading wealth advisory firm in the Mid-Atlantic region,” said Timothy Chase, Co-Founder of WMS Partners. “Todd’s years of experience overseeing research analysis, information technology, compliance and human resources will enhance the firm’s operational efficiencies and assist him in leading the firm’s strategic initiatives. Todd espouses WMS’ core values of authenticity, gratitude and humility and strives for quality and excellence consistent with the work we do for our client families.”
“WMS Partners’ distinct position in the wealth space and impeccable reputation are what attracted me to the firm. I’m honored to join such an exceptional team,” said Wickwire. “As COO, I look forward to working with Tim and the entire WMS team as we continue to build a service-centric firm delivering unique investment solutions for our clients.”
Todd joins WMS Partners from Wells Fargo Securities, where he was a Managing Director and Head of Equity Research. As the Head of Equity Research, a position Todd held for 20 years, Todd led a team of 150 professionals, including 50 senior equity analysts advising institutional investors in the U.S. and Europe. Todd’s responsibilities included oversight of stock and sector investment ratings and coverage strategies, and several important administrative functions encompassing HR, finance, IT, legal, compliance, and media relations. Todd also served on several governance committees, including serving as Chairman of the Firm’s Transaction Screening Committee and as a voting member of the Firm’s Underwriting Commitment Committee. Todd’s career includes previous positions in investment banking and institutional equity sales at Alex. Brown & Sons and J.P. Morgan Securities.
An Adjunct Professor at the Sellinger School of Business at Loyola University, Todd is a volunteer member of the United States Coast Guard Auxiliary and a Board Member on the Catch a Lift Fund, a charity that sponsors programs benefitting post 9/11 combat-wounded veterans.
Todd earned an MBA from The Wharton School at the University of Pennsylvania and a BA from Franklin & Marshall College.
Todd lives in Timonium, MD with his wife
Founded in 1993, WMS Partners is the largest independent wealth management firm in the Baltimore region, built on an “Open Family Office” philosophy that brings sophisticated wealth planning advice, investing and other services to a wide circle of clients. WMS Partners manages more than $3.5 billion in client assets, with more than 50 employees.
