Adam Willis
Membre du Comité d'Investissement chez GW & Wade LLC
Profil
Mr. Adam R.
Willis is an Associate at GW & Wade LLC.
He joined GW & Wade in 2022, focusing on investment management, financial counseling and tax planning.
He is also a member of the firm’s Investment Committee.
Prior to joining GW & Wade, Mr. Willis worked for a Registered Investment Advisor and Broker-Dealer specializing in portfolio management and alternative investments.
He received his BS in Resource Economics degree from the University of Massachusetts Amherst.
Postes actifs de Adam Willis
| Sociétés | Poste | Début |
|---|---|---|
GW & Wade LLC
 GW & Wade LLC Investment ManagersFinance GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations. | Membre du Comité d'Investissement | 01/05/2022 |
Formation de Adam Willis
| University of Massachusetts Amherst | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
GW & Wade LLC
GW & Wade LLC Investment ManagersFinance GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations. | Finance |
