Jeff Tancreti
Lid van de Investeringscommissie bij GW & Wade LLC
Profiel
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.
Actieve functies van Jeff Tancreti
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Lid van de Investeringscommissie | 01-07-2019 |
Opleiding van Jeff Tancreti
| Suffolk University | Undergraduate Degree |
| New England School of Law | Graduate Degree |
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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 |
