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Chester, MD Office

Team
Updated today

Client AUM

$487,546,306

Clients

190

Advisors

2

Of 4 advisors across 3 offices

Location

7 Chester Plaza

Chester MD 21619

Advisors at this office

2

Advisors at this office

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Joseph W

CFA®, Series 66

Chester, MD

Maryland Capital Advisors, Inc.

Joseph Wehr is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Maryland Capital Advisors, Inc. since 2024 and previously held roles at Dimensional Fund Advisors, PayPal, and the University of Chicago Booth School of Business. Maryland Capital Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, families, retirement plans, corporations, and trusts. The firm employs an investment approach based on Modern Portfolio Theory and factor research, favoring passive funds and ETFs to construct diversified global, multi-asset portfolios.

Passive / index investing Wealth management
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Connor C

Series 65

Chester, MD

Maryland Capital Advisors, Inc.

Connor Chapman is a financial advisor at Maryland Capital Advisors, Inc. He holds a Series 65 designation and has been with the firm since 2022. Prior to this, he worked at Harmonic International and studied at Salisbury University. Maryland Capital Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, families, retirement plans, corporations, and charitable organizations. The firm utilizes a Modern Portfolio Theory-based approach with a preference for passively managed funds and ETFs, managing substantial assets through a referral-only model and a compact advisory team.

Passive / index investing Wealth management
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