Career history of Roger Wade
Former positions of Roger Wade
| Companies | Position | Start | End |
|---|---|---|---|
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. | Founder | 1986-03-31 | 2024-02-29 |
Training of Roger Wade
| St. Lawrence University | Undergraduate Degree |
| New England College | Graduate Degree |
| Boston University School of Law | Graduate Degree |
Statistics
International
| United States | 5 |
Operational
| Graduate Degree | 2 |
| Founder | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Consumer Services | 4 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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. | Finance |
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