Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Tyler Rich | M | - |
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. | 7 years |
| Jeff Tancreti | M | - |
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. | 5 years |
| Eric Berquist | M | - |
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. | 7 years |
| Robert Knight | M | - |
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. | 3 years |
| Adam Willis | M | - |
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. | 2 years |
| Phil Jameson | M | - |
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. | 26 years |
| Rob Emens | M | - |
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. | 27 years |
| John Murray | M | - |
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. | 25 years |
| Christopher Bertetta | M | - |
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. | 5 years |
| Ron Minassian | M | - |
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. | 37 years |
| David Brodsky | M | - |
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. | 24 years |
| Eric Rosenberg | M | - |
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. | 28 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Darren M. Norton | M | - |
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. | - |
| Joe P. Rigali | M | - |
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. | - |
| Gerry Anthony Polcari | M | - |
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. | - |
| Steve Keirn | M | - |
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. | - |
| Matt E. Ryan | M | - |
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. | - |
| David Robert Simmer | M | - |
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. | - |
| Rob F. Bodio | M | - |
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. | - |
| Michael Pemstein | M | - |
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. | 2 years |
| Tim Pinch | M | - |
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. | - |
| Dave Crum | M | - |
St. Lawrence University
| 4 years |
| Joe Conroy | M | - |
Boston University School of Law
| 3 years |
| James L. Deming | M | - |
St. Lawrence University
| 4 years |
| Bruce M. Rubenstein | M | - |
Boston University School of Law
| 3 years |
| Charles R. Maloney | M | - |
St. Lawrence University
| 4 years |
| Michael Edmond Hock | M | - |
New England College
| 4 years |
| Steven Warden | M | 68 |
St. Lawrence University
| 4 years |
| Brittany Whelan | F | - |
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. | 3 years |
| John Carter | M | 64 |
St. Lawrence University
| 4 years |
| Ellen Moran Dwyer | F | - |
St. Lawrence University
| 4 years |
| Robert S. Khuzami | M | 67 |
Boston University School of Law
| 3 years |
| Chris J. K. Dolan | M | - |
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. | - |
| Michael B. Pollack | M | - |
Boston University School of Law
| 3 years |
| Mark Morris | M | 65 |
Boston University School of Law
| 3 years |
| Susan Holgate | F | - |
St. Lawrence University
| 4 years |
| Joseph Peter Rigali | M | - |
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. | - |
| Michael Kuppens | M | - |
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. | 19 years |
| Judith A. McGovern | F | - |
St. Lawrence University
| 4 years |
| Gregory H. Pappas | M | - |
St. Lawrence University
| 4 years |
| Philip Odera | M | 66 |
St. Lawrence University
| 4 years |
| John E. Norrgard | M | - |
St. Lawrence University
| 4 years |
| Alan Dale Wooster | M | - |
St. Lawrence University
| 4 years |
| Michael Wishart | M | 69 |
St. Lawrence University
| 5 years |
| Neil L. Goldberg | M | - |
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. | - |
| James Ireland | M | 69 |
St. Lawrence University
| 4 years |
| David J. Shladovsky | M | 64 |
Boston University School of Law
| 3 years |
| David W. Farrell | M | - |
St. Lawrence University
| 4 years |
| Laurie J. Hall | F | - |
Boston University School of Law
| 3 years |
| Stephen Ketchum | M | 62 |
New England College
| 4 years |
| Michael D. Fricklas | M | 64 |
Boston University School of Law
| 1 years |
| Eric Morgan | M | 64 |
New England College
| 4 years |
| Chris Trompeter | M | - |
St. Lawrence University
| 4 years |
| Mike Glor | M | - |
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. | 32 years |
| Frederick L. Farrar | M | 68 |
St. Lawrence University
| 4 years |
| Mike Currie | M | - |
Boston University School of Law
| 3 years |
| Dirk H. van Dijk | M | - |
St. Lawrence University
| 4 years |
| Martin Hall | M | - |
Boston University School of Law
| 3 years |
| David Foster Johnson | M | - |
St. Lawrence University
| 4 years |
| Steven V. Napolitano | M | 63 |
Boston University School of Law
| 3 years |
| Jeff Cusack | M | - |
New England College
| 3 years |
| J. Mark Wipper | M | - |
St. Lawrence University
| 4 years |
| Timothy Thomas Browse | M | - |
St. Lawrence University
| 4 years |
| Michael Robert Howe | M | - |
St. Lawrence University
| 4 years |
| Daniel Francis Primer | M | - |
Boston University School of Law
| 4 years |
| Peter Leland Getz | M | 64 |
St. Lawrence University
| 4 years |
| James T. Milde | M | 63 |
St. Lawrence University
| 4 years |
| Jeffrey Finkle | M | - |
New England College
| 4 years |
| Bruce Shulan | M | - |
Boston University School of Law
| 3 years |
| Richard P. Worden | M | - |
St. Lawrence University
| 4 years |
| George F. A. Parnell | M | - |
New England College
| 4 years |
| David L. Armitage | M | - |
St. Lawrence University
| 4 years |
| Siti Hamisah binti Tapsir | M | 63 |
New England College
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 73 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Roger Wade
- Personal Network
