![Adam Willis](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Mr. Adam R.
Willis was previously employed as an Associate by GW & Wade LLC.
He received his undergraduate degree from the University of Massachusetts Amherst.
Anciens postes connus de Adam Willis
Sociétés | Poste | Fin |
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GW & Wade LLC
![]() GW & Wade LLC Investment ManagersFinance GW & Wade LLC is an investment advisory firm headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986. In 2024, they merged with The Colony Group LLC, which ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOQS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations. | Analyst-Equity | 01/01/2023 |
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 |
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GW & Wade LLC
![]() GW & Wade LLC Investment ManagersFinance GW & Wade LLC is an investment advisory firm headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986. In 2024, they merged with The Colony Group LLC, which ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOQS). 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 |