Adam Willis

Lid van de Investeringscommissie bij GW & Wade LLC

Finance

Consumer Services

Actieve functies van Adam Willis

Bedrijven	Functie	Begin	Einde
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.	Portefeuillebeheerder-Aandelen	01-05-2022	-
	Lid van de Investeringscommissie	01-05-2022	-
	Analyst-Equity	01-05-2022	01-01-2023

University of Massachusetts Amherst

Undergraduate Degree

Internationaal

Verenigde Staten

Operationeel

Analyst-Equity	1
Investment Committee Member	1
Portfolio Manager-Equities	1

Sectoraal

Finance	2
Consumer Services	2

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Bedrijven in privébezit	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

Bedrijven in privébezit

Finance