GW & Wade Status
The company was acquired by Focus Financial Partners, via its financial sponsor Summit Partners, through an LBO on October 4, 2007 for an undisclosed sum.
Profitable
Acquired/Merged (Operating Subsidiary)
Formerly PE-Backed
We are excited to announce that Ryan Bartholomew, JD, LL.M, has been named Principal. Additionally, we would like to welcome Sherman Moore, VP of Client Development to our Reston, Virginia office. Welcome, Sherman, and congratulations, Ryan! https://t.co/zIL1d777tF
For our perspective on #coronavirus affecting markets in Q4, read our latest economic #outlook https://t.co/dxuvQYn1tH
We are excited to announce that Debra Brede and her talented team from D.K. Brede Investment Management Company have officially joined GW & Wade. With Debra’s client-focused approach to wealth management, we look forward to great things to come! https://t.co/9xpXeVJYpQ https://t.co/i5yDLAvCxF
The Angel Investor Tax Credit program is offered to investors that fund early-stage companies engaged in life sciences. The deadline for 2020 applications is January 22, 2021 and we recently discussed how to apply: https://t.co/GE4JXpROxx
The company was acquired by Focus Financial Partners, via its financial sponsor Summit Partners, through an LBO on October 4, 2007 for an undisclosed sum.
We are excited to announce that Ryan Bartholomew, JD, LL.M, has been named Principal. Additionally, we would like to welcome Sherman Moore, VP of Client Development to our Reston, Virginia office. Welcome, Sherman, and congratulations, Ryan! https://t.co/zIL1d777tF
For our perspective on #coronavirus affecting markets in Q4, read our latest economic #outlook https://t.co/dxuvQYn1tH
We are excited to announce that Debra Brede and her talented team from D.K. Brede Investment Management Company have officially joined GW & Wade. With Debra’s client-focused approach to wealth management, we look forward to great things to come! https://t.co/9xpXeVJYpQ https://t.co/i5yDLAvCxF
The Angel Investor Tax Credit program is offered to investors that fund early-stage companies engaged in life sciences. The deadline for 2020 applications is January 22, 2021 and we recently discussed how to apply: https://t.co/GE4JXpROxx
We are looking forward to Debra Brede and her team joining us at GW & Wade. Debra brings over 30 years of investment and wealth management experience to GW & Wade and we're thrilled to have her join our team. To view the press release visit: https://t.co/8mHwCqDcwu https://t.co/ZPLSVrlftr
COVID-19 has left state unemployment offices struggling to keep up with new unemployment benefits claims — and identity thieves are using this confusion to their advantage. Our tips on protecting yourself from unemployment scams: https://t.co/96yjB2NLEY
We offer our insights on the effects of the #coronavirus pandemic on the markets moving forward from Q3. https://t.co/qQdHBWLOgO
In our most recent commentary, we discuss the state of economic recovery and our #outlook for the months ahead. https://t.co/e1588dZDgB
Most visits will take between 1.5 and 2 hours. The agenda for a specific visit depends on your group, its interests and objectives as well as on the host company. A visit may include a company or industry specific presentation, a discussion around a specific product or service, partnership opportunities, a demo, a meeting of the premises, etc.
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