“The purpose of life is not to be merely happy. It is to be useful, honorable, compassionate, and have it make some difference that you have lived and lived well.”

Ralph Waldo Emerson

Wade is an accomplished and results-oriented Financial Services professional with 7 years of diverse experience in relationship management, back-office operations, research, and data analysis. Proven ability to build and maintain meaningful relationships while addressing high-net-worth individuals and their families' complex financial needs. Expertise in portfolio management, financial modeling, and performance reporting. A dedicated team player with exceptional interpersonal skills, committed to delivering outstanding service to both clients and colleagues.