![Adam Willis](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Adam R.
Willis is an Associate at GW & Wade LLC.
He joined GW & Wade in 2022, focusing on investment management, financial counseling and tax planning.
He is also a member of the firm’s Investment Committee.
Prior to joining GW & Wade, Mr. Willis worked for a Registered Investment Advisor and Broker-Dealer specializing in portfolio management and alternative investments.
He received his BS in Resource Economics degree from the University of Massachusetts Amherst.
Adam Willis active positions
Companies | Position | Start |
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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. | Investment Committee Member | 2022-04-30 |
Training of Adam Willis
University of Massachusetts Amherst | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 1 |
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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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