Adam Willis
Mitglied des Investmentausschusses bei GW & Wade LLC
Profil
Mr. Adam R.
Willis is an Associate at GW & Wade LLC.
He joined GW & Wade in 2022, focusing on investment management, financial counseling and tax planning.
He is also a member of the firm’s Investment Committee.
Prior to joining GW & Wade, Mr. Willis worked for a Registered Investment Advisor and Broker-Dealer specializing in portfolio management and alternative investments.
He received his BS in Resource Economics degree from the University of Massachusetts Amherst.
Aktive Positionen von Adam Willis
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Mitglied des Investmentausschusses | 01.05.2022 |
Ausbildung von Adam Willis
| University of Massachusetts Amherst | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
