David Citron

David Citron is the Chief Investment Officer (CIO) and co-founder of WMS Partners, a multi-family office based in Baltimore, MD, where he leads the firm's investment strategy and oversees management of client assets. He is responsible for delivering unbiased wealth planning and investing solutions, including access to sophisticated public and private market opportunities for affluent families. Citron is instrumental in WMS Partners' focus on open-architecture investment management, serving client families with customized advice and continuity of service.

His expertise spans public equities, fixed income, and alternative investments, with a particular emphasis on creating private investment solutions. Citron leverages his deep industry knowledge to support complex estate planning and legacy advising, and is recognized for bringing objective, creative structuring to both traditional and alternative asset classes.

With over four decades in investment management, Citron previously held roles as Managing Director at CARRET and Company, and Vice President and Portfolio Manager at Wagner Citron. He earned his Bachelor of Science degree in Finance from the University of Maryland, graduating in 1982, and is known for his contributions to advancing multi-family office services and independent investment advice in the industry.