Jeff Tancreti
Membro del Comitato di Investimento presso GW & Wade LLC
Profilo
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.
Posizioni attive di Jeff Tancreti
| Società | Posizione | Inizio |
|---|---|---|
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. | Membro del Comitato di Investimento | 01/07/2019 |
Formazione di Jeff Tancreti
| Suffolk University | Undergraduate Degree |
| New England School of Law | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| 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 |
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