Adam Willis

Membro del Comitato di Investimento presso GW & Wade LLC

Finance

Consumer Services

Posizioni attive di Adam Willis

Società	Posizione	Inizio	Fine
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.	Gestore di Portafoglio-Azioni	01/05/2022	-
	Membro del Comitato di Investimento	01/05/2022	-
	Analyst-Equity	01/05/2022	01/01/2023

University of Massachusetts Amherst

Undergraduate Degree

Distribuzione geografica

Stati Uniti

Posizioni

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

Settori

Finance	2
Consumer Services	2

Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Aziende private	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

Aziende private

Finance