Jeff Tancreti
Mitglied des Investmentausschusses bei GW & Wade LLC
Profil
Mr. Jeffery M.
Tancreti is an Advisor at GW & Wade LLC.
He has been with GW & Wade since 2019, specializing in financial counseling, investment management, and tax planning.
He is also a member of the firm’s Investment Committee.
Prior to joining GW & Wade, he worked as an attorney at an oversight and regulatory agency for the Commonwealth of Massachusetts.
He received his BS in Political Science degree from Suffolk University and JD from New England School of Law.
Aktive Positionen von Jeff Tancreti
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Mitglied des Investmentausschusses | 01.07.2019 |
Ausbildung von Jeff Tancreti
| Suffolk University | Undergraduate Degree |
| New England School of Law | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
