Profil
Mr. Martin J.
Eby is a Senior Financial Advisor at WMS Partners LLC.
He co-founded the firm in 1993 and currently serves as Chair of the Charitable and Community Outreach Committee.
He also serves on the Real Estate Investment Committee and is a member of the firm’s Board of Directors.
He served as Chief Advisory Officer leading the firm’s Advisors and Client Services Teams from inception until December 2017.
As Senior Client Advisor, Mr. Eby is responsible for the general operations and management of the firm’s Family Office Clients.
This includes overseeing the investment of funds, managing risk, supervising cash management activities and executing strategies to support the family’s current and future needs.
Mr. Eby is a member of the Board of Trustees of Cristo Rey Jesuit High School where he serves as Chair of the Investment Committee as well as on the Development Committee.
He serves on the Fund Advisory Boards for Continental Realty Corporation and ValStone Partners.
Prior to forming WMS Partners, Mr. Eby served as a Financial Advisor at CIGNA Individual Financial Services and the Charter Corporation.
Previously, he served on the Board of Trustees of The Odyssey School in Stevenson, MD as Chair of the Investment Committee.
He has also been active in various associations including The Associated Catholic Charities of Baltimore, The McDonogh School, Notre Dame Preparatory School, The U.S.
Naval Academy, as well as his church.
He is a graduate of Loyola University where he earned a Bachelor of Arts in Business Administration.
He earned the Certified Financial Planner (CFP) designation in 1986 and was a member of the National Association of Personal Advisors (NAPFA) for over 15 years.
Aktive Positionen von Martin Joseph Eby
Unternehmen | Position | Beginn |
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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. | Gründer | 01.01.1993 |
Ausbildung von Martin Joseph Eby
Loyola University Maryland, Inc. | Undergraduate Degree |
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Private Unternehmen | 1 |
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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 |