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Todd Wickwire

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Todd Wickwire

Chief Executive Officer | WMS Partners

Ruxton, Maryland, United States

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Todd Wickwire

Summary

Todd Wickwire is an accomplished Chief Executive Officer at WMS Partners, a multi-family office that provides tailored financial services. With a rich background in investment banking and asset management, he has held key leadership roles across prestigious firms including Wells Fargo and JP Morgan. Todd's expertise spans a wide array of financial disciplines, including private equity, risk management, and financial modeling. He is also an adjunct professor at Loyola University Maryland, where he teaches MBA-level classes on Investment Banking and Capital Markets, showcasing his commitment to education and mentoring. His leadership style emphasizes transparency and alignment with client interests, making him a trusted advisor for families navigating complex financial landscapes. With a solid foundation in finance, Todd is dedicated to enhancing the wealth management experience for his clients. Beyond his professional endeavors, he is likely to be engaged in community initiatives, reflecting a well-rounded approach to his career and personal values.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Todd Wickwire

Work Experience

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Chief Executive Officer at

WMS Partners

September 2019 - Present

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Adjunct Professor of Finance at

Loyola University Maryland, Inc.

January 2015 - Present

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Chief Operating Officer at

WMS Partners

February 2019 - September 2019

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Wells Fargo Securities, Managing Director, Head of US Equity Research at

Wells Fargo & Company

January 1999 - February 2019

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Director, Investment Banking at

Alex Brown & Sons, L.L.C.

January 1993 - January 1999

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Associate, Mergers & Acquisitions at

J.P. Morgan

January 1992 - January 1993

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Todd Wickwire

Education

The Wharton school, university of pennsylvania, Master Of Business Administration (Mba)

January 1990 - January 1992

Franklin & Marshall College, Bachelor Of Arts (Ba)

January 1983 - January 1987

Frequently Asked Questions about Todd Wickwire

What is Todd Wickwire email address?

Todd Wickwire's primary email address is *********@loyola.edu. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Todd Wickwire work for?

Todd Wickwire is a Chief Executive Officer at WMS Partners, a company specializing in Monetary Authorities-Central Bank.

Where Todd Wickwire graduated from?

Todd Wickwire holds a degree in Finance, General from The Wharton school, university of pennsylvania.

How can I directly contact Todd Wickwire?

To contact Todd Wickwire directly, you can use the email address *********@loyola.edu. Complete contact information is available upon registration with Muraena.

Who is Todd Wickwire?

Todd Wickwire is an accomplished Chief Executive Officer at WMS Partners, a multi-family office that provides tailored financial services. With a rich background in investment banking and asset management, he has held key leadership roles across prestigious firms including Wells Fargo and JP Morgan. Todd's expertise spans a wide array of financial disciplines, including private equity, risk management, and financial modeling. He is also an adjunct professor at Loyola University Maryland, where he teaches MBA-level classes on Investment Banking and Capital Markets, showcasing his commitment to education and mentoring. His leadership style emphasizes transparency and alignment with client interests, making him a trusted advisor for families navigating complex financial landscapes. With a solid foundation in finance, Todd is dedicated to enhancing the wealth management experience for his clients. Beyond his professional endeavors, he is likely to be engaged in community initiatives, reflecting a well-rounded approach to his career and personal values.

Todd`s contact details

mail

*********@loyola.edu

*********@wms-partners.com

Colleagues

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Laura Carr

Chief Operating Officer

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Cfp Chad Norfolk

Shareholder, Managing Director and Senior Advisor

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Cfp Christopher Walczak Ctfa

Managing Director, Shareholder

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Bryan Lopez Cfa

Chief Financial Officer

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Joel Houck Cfa Cfp Caia

Chief Operating Officer - Investments / Senior Financial Advisor

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