Rob F. Bodio

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Consumer Services

Finance

Profilo

Prior to joining GW & Wade in 1998, Mr. Bodio specialized in taxation, estate planning and estate administration at a Worcester, MA law firm.
He currently provides tax and investment advice to pre-IPO executives, venture capital professionals and executives from more established companies.
Mr. Bodio is admitted to practice law in Massachusetts and the United States Tax Court and is a member of the American and Massachusetts Bar Associations.
He is a NASD Registered Securities Representative and an Investment Advisor Representative.
Mr. Bodio earned his B.A.
in Political Science from Boston College and J.D.
from Quinnipiac College School of Law.

Precedenti posizioni note di Rob F. Bodio

Società	Posizione	Fine
GW & Wade LLC GW & Wade LLC Investment ManagersFinance GW & Wade LLC is an investment advisory firm headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986. In 2024, they merged with The Colony Group LLC, which ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOQS). 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	-

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Formazione di Rob F. Bodio

Boston College	Undergraduate Degree
Quinnipiac University	Graduate Degree

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