Robert Knight
Membre du Comité d'Investissement chez GW & Wade LLC
Profil
Mr. Robert Knight, CPA, is an Associate at GW & Wade LLC.
He joined GW & Wade in 2021, focusing on tax planning, investment management, and financial counseling.
He is also a member of the firm’s Investment Committee.
Prior to joining GW & Wade, he spent four years in public accounting.
He received his BS in Corporate Finance and Accounting from Bentley University and a Master of Accounting from University of Michigan.
He is Licensed Certified Public Accountant.
Postes actifs de Robert Knight
| 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 | 01/06/2021 |
Formation de Robert Knight
| Bentley University | Undergraduate Degree |
| Stephen M. Ross School of Business | 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 | 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 |
