Jeff Tancreti
Membre du Comité d'Investissement chez GW & Wade LLC
Profil
Mr. Jeffery M.
Tancreti is an Advisor at GW & Wade LLC.
He has been with GW & Wade since 2019, specializing in financial counseling, investment management, and tax planning.
He is also a member of the firm’s Investment Committee.
Prior to joining GW & Wade, he worked as an attorney at an oversight and regulatory agency for the Commonwealth of Massachusetts.
He received his BS in Political Science degree from Suffolk University and JD from New England School of Law.
Postes actifs de Jeff Tancreti
| 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 | 01/07/2019 |
Formation de Jeff Tancreti
| Suffolk University | Undergraduate Degree |
| New England School of Law | Graduate 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 |
