Paul Speargas, CFA

Senior Wealth Advisor, Shareholder

A man with brown hair, a beard, and glasses, wearing a suit jacket, blue checked shirt, and patterned tie, smiles in front of a blurred modern office background with lights.
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Hometown

Baltimore, MD

Colleges

BA, Loyola University; MBA, Loyola University

Certifications

CFA

Office Location

Baltimore

Paul joined HB Wealth in January 2025 after working with WMS Partners since 2008, and as the firm’s Chief Investment Officer for over six years. He has focused his career on working with high-net-worth individuals and multiple generations of families, helping them navigate complex financial issues and develop long-term strategies.

Prior to joining HB Wealth, Paul was a Senior Portfolio Manager at Mercantile Investment and Wealth Management. Before that, he worked as a Vice President and Portfolio Manager at Bank of America’s Private Bank and its predecessors.

Paul is on the Board of Trustees of The Odyssey School, where he serves as Chair of the Investment Committee. He is a former member of the Board Quality Committee for the Greater Baltimore Medical Center (GBMC), a member of the Loyola Blakefield Alumni Board, and a former Trustee of Mother Seton Academy.

Paul is a Chartered Financial Analyst (CFA) Charterholder and an active member of the CFA Institute and the Baltimore CFA Society. He has a Bachelor of Arts degree and a Master of Business Administration, with a concentration in finance, from Loyola University.

Paul loves to spend time with his family and friends. He plays golf and runs regularly. Paul enjoys reading and listening to an eclectic range of music, preferably live.

A man with brown hair, a beard, and glasses, wearing a suit jacket, blue checked shirt, and patterned tie, smiles in front of a blurred modern office background with lights.
Request a Consultation

Paul joined HB Wealth in January 2025 after working with WMS Partners since 2008, and as the firm’s Chief Investment Officer for over six years. He has focused his career on working with high-net-worth individuals and multiple generations of families, helping them navigate complex financial issues and develop long-term strategies.

Prior to joining HB Wealth, Paul was a Senior Portfolio Manager at Mercantile Investment and Wealth Management. Before that, he worked as a Vice President and Portfolio Manager at Bank of America’s Private Bank and its predecessors.

Paul is on the Board of Trustees of The Odyssey School, where he serves as Chair of the Investment Committee. He is a former member of the Board Quality Committee for the Greater Baltimore Medical Center (GBMC), a member of the Loyola Blakefield Alumni Board, and a former Trustee of Mother Seton Academy.

Paul is a Chartered Financial Analyst (CFA) Charterholder and an active member of the CFA Institute and the Baltimore CFA Society. He has a Bachelor of Arts degree and a Master of Business Administration, with a concentration in finance, from Loyola University.

Paul loves to spend time with his family and friends. He plays golf and runs regularly. Paul enjoys reading and listening to an eclectic range of music, preferably live.

Hometown

Baltimore, MD

Colleges

BA, Loyola University; MBA, Loyola University

Certifications

CFA

Office Location

Baltimore

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