Jeff Tancreti
Mitglied des Investmentausschusses bei GW & Wade LLC
Aktive Positionen von Jeff Tancreti
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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. | Portfolio Manager-Aktien | 01.01.2023 | - |
| Mitglied des Investmentausschusses | 01.07.2019 | - | |
| Analyst-Equity | 01.07.2019 | 01.01.2023 |
Karriereverlauf von Jeff Tancreti
Ausbildung von Jeff Tancreti
| Suffolk University | Undergraduate Degree |
| New England School of Law | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Analyst-Equity | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sektoral
| Consumer Services | 3 |
| Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
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 |
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