Profile
Mr. Eric J.
Berquist was previously employed as an Advisor by GW & Wade LLC.
He received his undergraduate degree from the University of Pennsylvania, a graduate degree from New York University School of Law and a graduate degree from The Santa Clara University School of Law.
Former positions of Eric Berquist
| Companies | Position | End |
|---|---|---|
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. | Analyst-Equity | 2022-12-31 |
Training of Eric Berquist
| University of Pennsylvania | Undergraduate Degree |
| New York University School of Law | Graduate Degree |
| The Santa Clara University School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Eric Berquist
