The WMS Partners is now HB Family Office company source record lists 74 employees. The visible WMS Partners is now HB Family Office management graph includes:
Joel Houck, Cfa, Cfp®, Caia®
Chief Operating Officer, Investments / Senior Financial Advisor / Shareholder - Wms Partners
2
2
Finance
(10)
Jacqueline Williams
Portfolio Accounting Manager
1
0
Sales
(8)
Wendi Miller
Senior Client Service Associate
3
0
Operations
(3)
Dianna Samek
Sr. Investment Operations Associate
3
1
Legal
(1)
Paul Lamari
Attorney Licensed in Maryland, Washington D.c. and Virginia
2
0
Related company intelligence for WMS Partners is now HB Family Office
1 same-industry peer
9 with employee estimates
10 with websites
10 with social profiles
4 peer evidence types
Peer evidence source coverage
4 source-backed evidence types support this related-company graph.
same-industry peers, employee benchmarks, website records, and social profiles
Same-industry peers
1 / 10
1 of 10 related companies shares this company's industry classification.
Employee benchmarks
9 / 10
9 of 10 related companies include employee estimates.
Website records
10 / 10
10 of 10 related companies include official website records.
Social profiles
10 / 10
10 of 10 related companies include company social profile signals.
Peer link quality filter
Multi-signal peer link set
10 related companies met the 2-signal peer-link threshold. Eligible peers average 3.9 source-backed signals.
10
eligible
0
filtered
3.9
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Larger than most related peers
This company
74 employees
Related peers
57 median peer employees
6 of 9 related employee-estimated peers are lower.
9 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Benchmark-ready peer graph
Related peers
3 benchmark dimensions
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
industry context, employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 66.7% of 9 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 66.7% of 9 comparable related peers from related-company records.
Employee scale: 66.7%
Peer graph strength
Benchmark-ready peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 10 related companies.
Peer median size
57 employees
Largest peer by size
Brown Advisory
1.13K employees
WMS Partners is now HB Family Office size signal
74 employees
Peer size comparison
3 larger · 6 smaller
Peer scale position
Larger than most related peers
6 of 9 related employee-estimated peers are lower.
WMS Partners is now HB Family Office people graph sample
-
Dan Feeser
Director of Investment Reporting
Shrewsbury, Pennsylvania, United States2 email signals: 1 email signal on wms-partners.com, 1 non-official email signal2 phone signals available
-
Paul Lamari
Attorney Licensed in Maryland, Washington D.c. and Virginia
Towson, Maryland, United States2 email signals: 1 email signal on wms-partners.com, 1 non-official email signal
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for WMS Partners is now HB Family Office
AeroLeads maps 2 visible contact signals for WMS Partners is now HB Family Office. Coverage is multi-channel contact coverage.