Dave Citron
Fondateur chez WMS Partners LLC
Profil
Mr. David M.
Citron, CFA, is a Co-Founder & Senior Relationship Advisor at WMS Partners LLC.
He is on the Board of Directors at The Network for Teaching Entrepreneurship.
He helps guide the direction of investment allocation and the selection of private investments for the WMS Partners’ clients.
He has direct involvement with the clients, overseeing the management of their portfolios.
He is also a member of the WMS Partners' Board of Directors and Investment Committee.
Mr. Citron is a founding member of the Counsel of Independent Financial Advisors (CIFA).
He is chair of one of the Investment Committees for The Associated Jewish Charities and volunteers his time and expertise on various other charitable investment committees in the Baltimore Community.
Prior to joining WMS Partners, Mr. Citron was Managing Director at CARRET and Company.
He also served as Vice President and Portfolio Manager at Wagner Citron Management Corp.
His professional background began in New York, where he was a Trader of futures and options for both Salomon Brothers and Drexel Burnham Lambert Trading Corporation.
He has served on the Advisory Board of Charles Schwab Institutional.
He is a graduate of the University of Maryland with a Bachelor of Science degree in Finance.
He is a Chartered Financial Analyst (CFA) charter holder.
Postes actifs de Dave Citron
| Sociétés | Poste | Début |
|---|---|---|
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. | Fondateur | 01/01/1993 |
The Network for Teaching Entrepreneurship
 The Network for Teaching Entrepreneurship Miscellaneous Commercial ServicesCommercial Services The Network for Teaching Entrepreneurship (NFTE) is a non-profit organization that provides entrepreneurship education to middle school, high school, and postsecondary students in 30 states and 31 countries. The non-profit company is based in New York, NY. NFTE aims to ignite the entrepreneurial mindset in students, empowering them to own their futures regardless of their family income, community resources, special needs, gender identity, race, or ethnicity. NFTE has educated over a million students through in-school, out-of-school, in-person, online, or hybrid programs. The company was founded in 1987 by Carl Press and Philip A. McNeill, and J.D. LaRock has been the CEO of the company since 2019. | Directeur/Membre du Conseil | 27/03/2012 |
Anciens postes connus de Dave Citron
| Sociétés | Poste | Fin |
|---|---|---|
| Salomon Brothers | Corporate Officer/Principal | - |
Formation de Dave Citron
| University of Maryland | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
| Salomon Brothers | Finance |
The Network for Teaching Entrepreneurship
The Network for Teaching Entrepreneurship Miscellaneous Commercial ServicesCommercial Services The Network for Teaching Entrepreneurship (NFTE) is a non-profit organization that provides entrepreneurship education to middle school, high school, and postsecondary students in 30 states and 31 countries. The non-profit company is based in New York, NY. NFTE aims to ignite the entrepreneurial mindset in students, empowering them to own their futures regardless of their family income, community resources, special needs, gender identity, race, or ethnicity. NFTE has educated over a million students through in-school, out-of-school, in-person, online, or hybrid programs. The company was founded in 1987 by Carl Press and Philip A. McNeill, and J.D. LaRock has been the CEO of the company since 2019. | Commercial Services |
