Profile
Mr. Timothy W.
Chase, CPA, is a Chairman at WMS Partners LLC.
He is also the Co-Founder & Shareholder of WMS.
He serves on the boards and investment committees of Penn-Mar Human Services, Maryland Historical Society, Lifebridge Health and Carroll Hospital Foundation.
He is involved with personnel, financial, and regulatory requirements for WMS Partners.
As Chairman, his focus is the strategic direction of WMS Partners and the building and preservation of the firm's culture.
He also serves on the firm’s Investment Committee and is a member of the firm’s Board of Directors.
Mr. Chase was previously employed as a Principal by Ernst & Whinney, Maryland Financial Group, Inc., and Walpert, Smullian & Blumenthal.
He previously served on advisory boards and investment committees for Charles Schwab, TD Ameritrade and Calvert School.
He is a Certified Financial Planner and a graduate of Towson State University where he earned a Bachelor of Science degree in Accounting and Finance.
Tim Chase active positions
| Companies | Position | Start |
|---|---|---|
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. | Founder | 01/01/1993 |
Penn-Mar Human Services
 Penn-Mar Human Services Services to the Health IndustryHealth Services Penn-Mar Human Services is a non-profit organization that provides social services to the people with developmental disabilities. It offers educational, vocational training, residential programs, transportation, and individual support services. The company was founded in 1980 and is headquartered in Glen Rock, PA. | Director/Board Member | - |
Former positions of Tim Chase
| Companies | Position | End |
|---|---|---|
Walpert, Smullian & Blumenthal
 Walpert, Smullian & Blumenthal Miscellaneous Commercial ServicesCommercial Services Walpert, Smullian & Blumenthal provides accounting services. The private company is based in Towson, MD. | Corporate Officer/Principal | - |
Maryland Financial Group, Inc.
 Maryland Financial Group, Inc. Investment ManagersFinance Part of SCMI, Inc., Maryland Financial Group, Inc. provides investment advice. The company is based in Rockville, MD. | Corporate Officer/Principal | - |
| Ernst & Whinney | Corporate Officer/Principal | - |
Training of Tim Chase
| Towson University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
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 |
Walpert, Smullian & Blumenthal
Walpert, Smullian & Blumenthal Miscellaneous Commercial ServicesCommercial Services Walpert, Smullian & Blumenthal provides accounting services. The private company is based in Towson, MD. | Commercial Services |
| Ernst & Whinney | Commercial Services |
Maryland Financial Group, Inc.
Maryland Financial Group, Inc. Investment ManagersFinance Part of SCMI, Inc., Maryland Financial Group, Inc. provides investment advice. The company is based in Rockville, MD. | Finance |
Penn-Mar Human Services
Penn-Mar Human Services Services to the Health IndustryHealth Services Penn-Mar Human Services is a non-profit organization that provides social services to the people with developmental disabilities. It offers educational, vocational training, residential programs, transportation, and individual support services. The company was founded in 1980 and is headquartered in Glen Rock, PA. | Health Services |
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