![Jeff Tancreti](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Jeffery M.
Tancreti was previously employed as an Advisor by GW & Wade LLC.
He received his undergraduate degree from Suffolk University and a graduate degree from New England School of Law.
Anciens postes connus de Jeff Tancreti
| Sociétés | Poste | Fin |
|---|---|---|
GW & Wade LLC (Investment Management)
 GW & Wade LLC (Investment Management) Investment ManagersFinance GW & Wade looks to construct a diversified portfolio which seeks long-term growth using the most suitable mix of investments to meet a client’s needs. The firm offers equity and fixed-income portfolio management that uses various investment vehicles including mutual funds, separately managed accounts, index funds and ETFs. Implementation and oversight of asset allocation is tailored to their client's risk tolerance and investment objectives. | Analyst-Equity | 01/01/2023 |
Formation de Jeff Tancreti
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
14
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
GW & Wade LLC (Investment Management)
GW & Wade LLC (Investment Management) Investment ManagersFinance GW & Wade looks to construct a diversified portfolio which seeks long-term growth using the most suitable mix of investments to meet a client’s needs. The firm offers equity and fixed-income portfolio management that uses various investment vehicles including mutual funds, separately managed accounts, index funds and ETFs. Implementation and oversight of asset allocation is tailored to their client's risk tolerance and investment objectives. | Finance |
Suffolk University
 Suffolk University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New England School of Law
 New England School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
