Tim Chase active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chairman | 01/01/1993 | - |
| Founder | 01/01/1993 | - | |
| Investment Committee Member | 01/01/1993 | - | |
| Compliance Officer | 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 | - | - |
Career history of Tim Chase
Former positions of Tim Chase
| Companies | Position | Start | 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 |
Statistics
International
| United States | 7 |
Operational
| Corporate Officer/Principal | 3 |
| Chairman | 1 |
| Compliance Officer | 1 |
Sectoral
| Finance | 3 |
| Commercial Services | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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