Eric Berquist
Miembro del Comité de Inversión en GW & Wade LLC .
Cargos activos de Eric Berquist
Empresas | Cargo | Inicio | Fin |
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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. | Gestor de Cartera-Acciones | 01/01/2023 | - |
Miembro del Comité de Inversión | 01/10/2017 | - | |
Analyst-Equity | 01/10/2017 | 01/01/2023 |
Historial de carrera de Eric Berquist
Formación de Eric Berquist.
University of Pennsylvania | Undergraduate Degree |
New York University School of Law | Graduate Degree |
The Santa Clara University School of Law | Graduate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
Operativa
Graduate Degree | 2 |
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Sectorial
Consumer Services | 4 |
Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 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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