Eric Berquist

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Consumer Services

Finance

Profile

Mr. Eric J.
Berquist was previously employed as an Advisor by GW & Wade LLC.
He received his undergraduate degree from the University of Pennsylvania, a graduate degree from New York University School of Law and a graduate degree from The Santa Clara University School of Law.

Former positions of Eric Berquist

Companies	Position	End
GW & Wade LLC (Investment Management) GW & Wade LLC (Investment Management) Investment ManagersFinance GW & Wade looks to construct a diversified portfolio which seeks long-term growth using the most suitable mix of investments to meet a client’s needs. The firm offers equity and fixed-income portfolio management that uses various investment vehicles including mutual funds, separately managed accounts, index funds and ETFs. Implementation and oversight of asset allocation is tailored to their client's risk tolerance and investment objectives.	Analyst-Equity	2022-12-31

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Training of Eric Berquist

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Linked companies

Private companies	4
GW & Wade LLC (Investment Management) GW & Wade LLC (Investment Management) Investment ManagersFinance GW & Wade looks to construct a diversified portfolio which seeks long-term growth using the most suitable mix of investments to meet a client’s needs. The firm offers equity and fixed-income portfolio management that uses various investment vehicles including mutual funds, separately managed accounts, index funds and ETFs. Implementation and oversight of asset allocation is tailored to their client's risk tolerance and investment objectives.	Finance
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
New York University School of Law New York University School of Law Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Santa Clara University School of Law The Santa Clara University School of Law Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services