David Brodsky
Portfolio Manager-Equities at GW & Wade LLC
Profile
Mr. David L.
Brodsky is a Principal & Counselor at GW & Wade LLC.
He joined GW & Wade in 2000 focusing on investment management, tax and estate planning and financial counseling.
He is also a member of the firm’s Investment Committee.
Prior to joining GW & Wade, he was a Tax Specialist in the Boston office of KPMG LLP.
He received his BBA in Business Administration degree from James Madison University, an MBA, MS with a concentration in Accounting degree from Northeastern University, and a JD from Boston University School of Law.
He is a Licensed Certified Public Accountant.
David Brodsky active positions
| Companies | Position | Start |
|---|---|---|
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-Equities | 2000-05-31 |
Former positions of David Brodsky
| Companies | Position | End |
|---|---|---|
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Corporate Officer/Principal | 1999-12-30 |
Training of David Brodsky
| Boston University | Graduate Degree |
| James Madison University | Undergraduate Degree |
| Northeastern University | Graduate Degree |
| Boston University School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
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