Timothy Wade is responsible for developing customized investment portfolios for his clients based on their unique parameters for risk, return, and liquidity. After taking the time to listen to his client’s objectives and to understand any tax, legal, and personal considerations, Wade then structures a well-diversified portfolio in keeping with his recommended asset allocation program. Wade continually monitors and rebalances his clients’ portfolios to meet their evolving needs and to take advantage of new investment opportunities.
Wade has been in the investment business for nearly three decades, specializing in advising wealthy clients and their families; foundations and endowments; qualified retirement plan sponsors; health care, religious, higher education and other institutional clients. He began his career in 1984 in the fixed income division of a large Wall Street brokerage firm. He has also held positions with two other major commercial banks/trust companies and an independent investment boutique.
Wade holds a bachelor’s degree from Villanova University and has attained numerous securities licenses as well as the Certified Investment Management Consultant designation.
- Fixed Income and Equities Management
- Client Relationship Management
- Asset Allocation Advice and Guidance
- Sales / New Business Development