Profil
Mr. Roger W.
Wade is a Co-Founder, Principal & Counselor at GW & Wade LLC.
He focuses on investment, tax and financial counseling services since 1984, helping senior corporate executives, private business owners and other professionals achieve their financial goals.
He received his BA in Government degree from St. Lawrence University, a LL.M in Taxation degree from Boston University School of Law and a JD from New England College.
Postes actifs de Roger Wade
| 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. | Fondateur | 01/04/1986 |
Formation de Roger Wade
| St. Lawrence University | Undergraduate Degree |
| New England College | Graduate Degree |
| Boston University School of Law | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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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 |
