Samuel Porter Callard

Current Employers

Employment History

• 08/2016 → 01/2025
  Wms Partners, Llc
  Towson, MD
• 01/2025 → Present
  Hb Wealth Management, Llc
  Towson, MD

Previous Registrations

• 2017-02-06 → 2025-02-03
  Wms Partners, Llc
  Towson, MD

Other Businesses

Baltimore Museum of Art; Trustee and Chairman of the Investment Committee; Not Investment related, 10 Art Museum Drive, Baltimore, MD 21218, Non-profit museum, Trustee, 1-5 hours per month during business or non-business hours. Rockefeller Trust Company, yes Investment related, 1201 N Market Street, Wilmington, DE 19801, Trust Oversight, Co-Trustee of Trust for the benefit of a family member. 1-5 hours per month during business or non-business hours; Work with other Co-Trustee to monitor the investments and distributions of family member's trust. Greenberg Gibbons, yes Investment related, 40TEN Bldg. 3904 Boston Street, Suite 402, Baltimore, MD 21224, Real Estate Fund (Private Fund), Member of Limited Partner Advisory Committee, 1-5 hours per year during business or non-business hours, discuss situations where there may be a conflict of interest between Greenberg Gibbons Retail Fund (the Fund) and Greenberg Gibbons (the Firm). CRG - U.S. Logistics Fund II, yes Investment related, 35 East Wacker Drive, Suite 1300, Chicago, IL 60601, Real Estate Fund (Private Fund), Member of Limited Partner Advisory Committee, 1-5 hours per year during business or non-business hours, discuss situations where there may be a conflict of interest between U.S. Logistics Fund II (the Fund) and CRG (the Firm). Continental Realty Corporation; Member of Limited Partner Advisory Board. Discuss situations where there may be a conflict of interest between Continental Realty Corp. and the fund; Private Real Estate Fund; Investment Related; 1427 Clarkview Road, Suite 500, Baltimore, Maryland 21209; 1-3 hours per quarter during business or non-business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-06