Interview with Todd Wickwire, CEO at WMS Partners

As Chief Executive Officer, Todd 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, Todd is responsible for the day to day management of the firm.

Prior to joining WMS, Todd was a Managing Director and Head of Equity Research at Wells Fargo Securities, a position he held for 20 years. In that role, 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 coverage strategies and investment ratings, 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 Equity Transaction Screening Committee and as a voting member of the firm’s Equity Underwriting Commitment Committee. Todd’s career includes positions in both 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 an Advisory 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 with honors from Franklin & Marshall College where he was a member of Phi Beta Kappa.

Interview questions:

Career | Your career included stints at Wells Fargo, Alex. Brown & Sons, and J.P. Morgan Securities. Please provide the highlights of your career and the decision to join WMS Partners.

WMS Partners Today | Can you provide an introduction to WMS Partners today? Ie. AUMS, locations…

Family Office | WMS Partners is described as an open family office. Please explain.

Team | Can you tell us about the new shareholders at WMS Partners?

Chief Investment Officer | WMS Partners recently promoted Josh Rowe to Co-Chief Investment Officer. Tell us about his background.

Private Equity | What role does private equity play in your client’s portfolios? How are you sourcing private equity deals?

Attorneys | WMS has five in-house trust & estate attorneys. What is their role in a client relationship and how does that differentiate the firm?”

Connect with Todd on LinkedIn

About WMS Partners

WMS Partners, a registered investment advisor with more than $5 billion in assets under management, was founded in 1993 as a multi-family office providing an alternative for families to traditional financial services firms—independent, transparent, and aligned with clients’ interests. As a fiduciary providing fee-only services to an ever-growing circle of affluent families, WMS takes an open-architecture approach and is completely objective in the expertise it brings in wealth planning, public and private investments, and family legacy advice. Read more at: www.wms-partners.com.