Eric Berquist
Membre du Comité d'Investissement chez GW & Wade LLC
Profil
Mr. Eric J.
Berquist is an Advisor at GW & Wade LLC.
He has been with GW & Wade since 2017, 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, he worked as a tax attorney at law and accounting firms in the Bay Area.
He received his BA in International Relations degree from the University of Pennsylvania, a LL.M in Taxation from New York University School of Law and JD from Santa Clara University School of Law cum laude.
Postes actifs de Eric Berquist
| 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. | Membre du Comité d'Investissement | 01/10/2017 |
Formation 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 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 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 |
