Adam Willis

Mitglied des Investmentausschusses bei GW & Wade LLC

Finance

Consumer Services

Aktive Positionen von Adam Willis

Unternehmen	Position	Beginn	Ende
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.	Portfolio Manager-Aktien	01.05.2022	-
	Mitglied des Investmentausschusses	01.05.2022	-
	Analyst-Equity	01.05.2022	01.01.2023

University of Massachusetts Amherst

Undergraduate Degree

International

Vereinigte Staaten

Operativ

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

Sektoral

Finance	2
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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

Private Unternehmen

Finance