![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>)
Profiel
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.
Eerdere bekende functies van Jeff Tancreti
| Bedrijven | Functie | Einde |
|---|---|---|
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 |
Opleiding van Jeff Tancreti
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
14
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
