David Brodsky
Gestionnaire de Portefeuille-Actions chez GW & Wade LLC
Profil
Mr. David L.
Brodsky is a Principal & Counselor at GW & Wade LLC.
He joined GW & Wade in 2000 focusing on investment management, tax and estate planning and financial counseling.
He is also a member of the firm’s Investment Committee.
Prior to joining GW & Wade, he was a Tax Specialist in the Boston office of KPMG LLP.
He received his BBA in Business Administration degree from James Madison University, an MBA, MS with a concentration in Accounting degree from Northeastern University, and a JD from Boston University School of Law.
He is a Licensed Certified Public Accountant.
Postes actifs de David Brodsky
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/06/2000 |
Anciens postes connus de David Brodsky
| Sociétés | Poste | Fin |
|---|---|---|
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Corporate Officer/Principal | 31/12/1999 |
Formation de David Brodsky
| James Madison University | Undergraduate Degree |
| Boston University | Graduate Degree |
| Northeastern University | Graduate Degree |
| Boston University School of Law | Graduate Degree |
Expériences
Fonctions occupées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
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 |