Paul A. Speargas

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Finance

Consumer Services

Profile

Paul A. Speargas formerly worked at Bank of America Corp., as Vice President, WMS Partners LLC, as Co-CIO & Senior Financial Advisor from 2008 to 2025, and Mercantile Investments, Inc., as Senior Portfolio Manager.
Mr. Speargas received his undergraduate degree in 1996 and Masters Business Admin degree in 2000 from Loyola University Maryland, Inc.

Former positions of Paul A. Speargas

Companies	Position	End
WMS Partners LLC WMS Partners LLC Investment ManagersFinance WMS builds customized portfolios for clients using an open-architecture approach of best-in-class investments—public and private, active and passive, traditional and alternative. The firm generally favors low-cost passive or index strategies unless there are active managers who they are confident can outperform.	Chief Investment Officer	01/01/2025
BANK OF AMERICA CORPORATION	Corporate Officer/Principal	-
Mercantile Investments, Inc.	Corporate Officer/Principal	-

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Linked companies

Private companies	4
Bank of America Corp. Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services	Finance
WMS Partners LLC WMS Partners LLC Investment ManagersFinance WMS builds customized portfolios for clients using an open-architecture approach of best-in-class investments—public and private, active and passive, traditional and alternative. The firm generally favors low-cost passive or index strategies unless there are active managers who they are confident can outperform.	Finance
Loyola University Maryland, Inc. Loyola University Maryland, Inc. Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Mercantile Investments, Inc.