Profil
Mr. Eric M.
Bland, CFA MBA, is a Senior Portfolio Manager at WMS Partners LLC.
He has focused on analyzing investments and building portfolios for a wide range of clients.
He is a member of the firm’s Investment Committee and Chair of the Public Markets Investment Committee.
In his role as Portfolio Manager, he utilizes his knowledge of investments to develop and research new investment ideas for clients and perform continuing due diligence on existing holdings.
In addition, he works with Senior Client Advisors to manage, monitor, and maintain client portfolios.
He serves on the Board of Mother Seton Academy, a tuition-free, independent Catholic Middle School located in Baltimore City.
Prior to joining WMS Partners, Mr. Bland was a Senior Client Analyst at Marquette Associates, Inc. and Assistant Vice President and Portfolio Manager for Christiana Trust.
He graduated from University of Delaware, where he earned a dual BS degree in Finance and Marketing.
He later earned his MBA in Finance at Wilmington University.
He is a Chartered Financial Analyst (CFA) charter holder, a member of The CFA Institute, and the Baltimore CFA Society.
Postes actifs de Eric Matthew Bland
Sociétés | Poste | Début |
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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. | Analyst-Equity | 01/12/2015 |
Anciens postes connus de Eric Matthew Bland
Sociétés | Poste | Fin |
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Marquette Associates, Inc.
Marquette Associates, Inc. Investment ManagersFinance Marquette Associates, Inc. (MAI) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1986, MAI provides investment consulting services to institutions, individuals, families, trusts, and charitable organizations or other business entities. | Corporate Officer/Principal | - |
Formation de Eric Matthew Bland
University of Delaware | Undergraduate Degree |
Wilmington University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
Entreprise privées | 2 |
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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 |
Marquette Associates, Inc.
Marquette Associates, Inc. Investment ManagersFinance Marquette Associates, Inc. (MAI) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1986, MAI provides investment consulting services to institutions, individuals, families, trusts, and charitable organizations or other business entities. | Finance |