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Profil
Paul A. Speargas formerly worked at Bank of America Corp., as Vice President, WMS Partners LLC, as Co-CIO & Senior Financial Advisor from 2008 to 2025, and Mercantile Investments, Inc., as Senior Portfolio Manager.
Mr. Speargas received his undergraduate degree in 1996 and Masters Business Admin degree in 2000 from Loyola University Maryland, Inc.
Anciens postes connus de Paul A. Speargas
| Sociétés | Poste | Fin |
|---|---|---|
WMS Partners LLC
 WMS Partners LLC Investment ManagersFinance WMS builds customized portfolios for clients using an open-architecture approach of best-in-class investments—public and private, active and passive, traditional and alternative. The firm generally favors low-cost passive or index strategies unless there are active managers who they are confident can outperform. | Directeur en chef des Investissements | 01/01/2025 |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Mercantile Investments, Inc. | Corporate Officer/Principal | - |
Formation de Paul A. Speargas
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
85
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS builds customized portfolios for clients using an open-architecture approach of best-in-class investments—public and private, active and passive, traditional and alternative. The firm generally favors low-cost passive or index strategies unless there are active managers who they are confident can outperform. | Finance |
Loyola University Maryland, Inc.
 Loyola University Maryland, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mercantile Investments, Inc. |
