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S. Austin Main Email & Phone Number
Investment and Planning Teams
at
Knollwood Investment Advisory
1 work email found
@wms-partners.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment and Planning Teams
Location
Towson, Maryland, United States
Who is S. Austin Main? Overview
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Quick answer
S. Austin Main is listed as Investment and Planning Teams at Knollwood Investment Advisory, based in Towson, Maryland, United States. AeroLeads shows a work email signal at wms-partners.com and a matched LinkedIn profile for S. Austin Main.
S. Austin Main previously worked as Financial Advisor at Wms Partners and Investment Associate at Greenspring Advisors. S. Austin Main holds Ms, Management (Finance) from Durham University.
Company email context
Email format at Knollwood Investment Advisory
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*@wms-partners.com
68% confidence
AeroLeads found 1 current-domain work email signal for S. Austin Main. Compare company email patterns before reaching out.
Profile bio
About S. Austin Main
Financial Advisor at WMS Partners. Member of the Real Estate Committee with a focus on sourcing and performing due diligence on private real estate opportunities.
Listed skills include Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, and 19 others.
Current workplace
S. Austin Main's current company
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6 roles
S. Austin Main work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentAs a financial advisor, I have been involved in the creation and review of individual client-specificdeliverables including investment reviews, cash flow analysis, private investment considerations, andadvanced planning strategies. I work with internal colleagues to discuss, develop, and implement financial planning techniques and recommendations for.
Jul 2020 - Present
Investment Associate
My daily focus includes reviewing, monitoring, and rebalancing client portfolios, maintaining the firm’s approved third-party fund list, and periodically reviewing and evaluating external managers and private investments for the firm’s internal investment committee. I will occasionally create external communications for both individual and institutional.
Dec 2018 - Jul 2020
Senior Portfolio Associate
I worked in a client-facing position managing multiple functions as required by the portfolio manager. Duties included researching and implementing investment programs for clients ensuring that client objectives and client restrictions are considered and adhered to. Actively monitored asset allocation in client portfolios and assisted the PM in making.
Apr 2015 - Nov 2018
Investment Systems Analyst
Served in a high touch, fast-paced, and time-sensitive position serving as the operations liaison for Miller Value Partners, LLC. Compiled daily reporting for the portfolio managers that included performance, attribution, and contribution across several mutual funds, hedge funds, and SMAs.
Aug 2012 - Apr 2015
Securities Based Lending Analyst
Focused on the execution of wire transfers and collateral monitoring for the firm’s security-based lending products. Team lead for migrating vendor services in house, creating procedures and guidelines for both test and production environments. Completed Morgan Stanley’s analyst training program in Spring 2012.
Mar 2011 - Aug 2012
2 education records
S. Austin Main education
Ms, Management (Finance)
Durham University
Ba, Mathematics, Business Management
Goucher College
FAQ
Frequently asked questions about S. Austin Main
Quick answers generated from the profile data available on this page.
What company does S. Austin Main work for?
S. Austin Main works for Knollwood Investment Advisory.
What is S. Austin Main's role at Knollwood Investment Advisory?
S. Austin Main is listed as Investment and Planning Teams at Knollwood Investment Advisory.
What is S. Austin Main's email address?
AeroLeads has found 1 work email signal at @wms-partners.com for S. Austin Main at Knollwood Investment Advisory.
Where is S. Austin Main based?
S. Austin Main is based in Towson, Maryland, United States while working with Knollwood Investment Advisory.
What companies has S. Austin Main worked for?
S. Austin Main has worked for Knollwood Investment Advisory, Wms Partners, Greenspring Advisors, 1919 Investment Counsel, Llc, and Morgan Stanley.
How can I contact S. Austin Main?
You can use AeroLeads to view verified contact signals for S. Austin Main at Knollwood Investment Advisory, including work email, phone, and LinkedIn data when available.
What schools did S. Austin Main attend?
S. Austin Main holds Ms, Management (Finance) from Durham University.
What skills is S. Austin Main known for?
S. Austin Main is listed with skills including Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Risk Management, Economics, Securities, and Research.
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