![Paul A. Speargas](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
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.
Precedenti posizioni note di Paul A. Speargas
| Società | Posizione | Fine |
|---|---|---|
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. | Direttore degli Investimenti | 01/01/2025 |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Mercantile Investments, Inc. | Corporate Officer/Principal | - |
Formazione di Paul A. Speargas
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
85
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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. |
