Eric Bland, CFAPortfolio Manager

HART0716Eric is a Portfolio Manager whose career has focused on analyzing investments and building portfolios for a wide range of clients.  He is a member of the firm’s Investment Committee.

In his role as Portfolio Manager, Eric utilizes his knowledge of investments to develop and research new investment ideas for clients and perform continuing due diligence on existing holdings. In addition, Eric works with Senior Client Advisors to manage, monitor, and maintain client portfolios.

Eric graduated from University of Delaware, where he earned a dual BS degree in Finance and Marketing. Mr. Bland later earned his MBA in Finance at Wilmington University.  Eric is a Chartered Financial Analyst (CFA®) charter holder, a member of The CFA Institute, and the Baltimore CFA Society.

Prior to joining WMS Partners, Eric was a Senior Client Analyst at Marquette Associates, Inc.  and Assistant Vice President and Portfolio Manager for Christiana Trust.

WHAT DO YOU LIKE BEST ABOUT BEING A PART OF THE WMS PARTNERS TEAM?

The level of talent and experience at WMS is extraordinary. The opportunity to collaborate and exchange new ideas with such a knowledgeable group of professionals is truly a pleasure.

ON A PROFESSIONAL LEVEL, WHAT ARE YOUR BIGGEST ACCOMPLISHMENTS?

Being a newly-minted CFA charterholder, earning the right to use the CFA designation gives me the largest sense of accomplishment.

WHAT DO YOU LOVE TO DO OUTSIDE OF WORK?

Relaxing on a beach is what I find most enjoyable, only if I’m able to make it down a handful of times over the warmer months. I’m a huge sports fan and can usually be found at an Orioles or Ravens game. I also try to remain active and maintain a healthy lifestyle.

WHAT IS YOUR MOST MEMORABLE TRAVEL EXPERIENCE?

Backpacking through France, Switzerland and Italy provided many memorable events. Skydiving over the Swiss Alps, hiking the Cinque Terre in Italy and exploring the rich history of Paris and Rome were experiences I’ll never forget.