Jeff Tancreti

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Consumer Services

Finance

Profile

Mr. Jeffery M.
Tancreti was previously employed as an Advisor by GW & Wade LLC.
He received his undergraduate degree from Suffolk University and a graduate degree from New England School of Law.

Former positions of Jeff Tancreti

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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Linked companies

Private companies	3
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
Suffolk University Suffolk University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
New England School of Law New England School of Law Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services