Profile
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.
Jeff Tancreti active positions
| Companies | Position | Start |
|---|---|---|
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 | 2019-06-30 |
Training of Jeff Tancreti
| Suffolk University | Undergraduate Degree |
| New England School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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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 |
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