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About the Firm > Our Team > Counselors
 Michael H. Glor
Principal
Mike Glor is a Principal and Founding Partner of GW & Wade. Mike has specialized in investment, tax and financial counseling services since 1983. He advises senior corporate executives, private business owners and other professionals, helping them achieve their financial goals and manage their assets.
Mike is admitted to practice law in New York and is a member of the New York Bar Association. He is also a FINRA Registered Securities Representative, General Securities Principal, Financial & Operations Principal and an Investment Advisor Representative (Series 7, 24, 27 & 63). Mike holds a J.D. from Albany Law School and a B.A. in History from the State University of New York at Cortland. He also participated in the Rochester Institute of Technology's M.B.A. Program.
 Roger W. Wade
Principal
Roger Wade is a Principal and Founding Partner of GW & Wade. Roger has specialized in tax and financial counseling services since 1984, helping senior corporate executives, private business owners and other professionals achieve their financial goals.
Roger is admitted to practice law in Massachusetts and is a member of the American and Massachusetts Bar Associations. He is a FINRA Registered Securities Representative, a Municipal Securities Principal and an Investment Advisor Representative (Series 7, 53 & 63). Roger holds a B.A. in Government from St. Lawrence University, a J.D. from the Western New England College School of Law, and a LL.M. in Taxation from Boston University School of Law. While at Boston University, Mr. Wade was a Staff Member on the Journal of Taxation.
 Timothy Pinch
Principal
Tim Pinch has been a Principal with GW & Wade since 1987. Tim specializes in tax and retirement planning. Prior to GW & Wade, Tim was an attorney with the U.S. Navy Judge Advocate General Corps and also advised retired naval officers on tax and retirement planning.
Tim is admitted to practice law in Connecticut and Massachusetts and is a member of the American and Massachusetts Bar Associations. He is a FINRA Registered Securities Representative, Registered Options Principal and Investment Advisor Representative (Series 4, 6, 7, 22 & 63). Tim earned a B.A. in History from Georgetown University, a J.D. from the Western New England College School of Law, and a LL.M. in Taxation from Boston University School of Law.
 Philip P. Jameson
Principal
Phil Jameson has been a Principal with GW & Wade since 1988. Phil advises clients in Boston and across the country and specializes in investment management. Prior to joining GW & Wade, Phil was a financial analyst with Boston Edison and an auditor with Coopers & Lybrand.
A licensed Certified Public Accountant, Phil is a member of the Massachusetts Society of Certified Public Accountants. He is a FINRA Registered Securities Representative, Direct Participation Programs Representative and Registered Investment Advisor (Series 6, 7, 22 & 63). Phil earned a B.A. in Economics from Harvard University, an M.B.A. with concentrations in Accounting and Finance from Columbia University, and an M.S. in Taxation from Bentley College Graduate/Masters Program.
 Joseph P. Rigali
Principal
Joe Rigali has been a Principal at GW & Wade since 1988. Joe chairs the firm's Investment Committee and advises clients in Boston, California and other U.S. locations. Prior to joining the firm, Joe worked at a large Boston-area law firm and as an intern-clerk for a Justice of the Vermont Supreme Court.
Joe is admitted to practice law in Massachusetts and is a member of the American and Massachusetts Bar Associations. He is also a FINRA Registered Securities Representative and an Investment Advisor Representative (Series 7 & 63). Joe earned his B.A. in English from Wesleyan University, M.A. in English from Middlebury College, and J.D. from Northeastern University.
 David R. Simmer
Principal
David Simmer is Director of GW & Wade Premier Services, specializing in investment planning and financial management for clients who deal with complex financial situations that result from large wealth events. Prior to joining GW & Wade in 1993, David operated his own tax and financial counseling firm.
David began his career at Coopers & Lybrand, where he specialized in individual income tax and estate planning. David was a vice president with John Hancock, where he developed investment strategies for individual investors and oversaw the development and analysis of tax advantaged investments. He was also a vice president with Liberty Financial, advising pension funds on investment allocation.
David is a licensed Certified Public Accountant and is admitted to practice law in Massachusetts. He is a member of the American and Massachusetts Bar Associations, and is also a FINRA Registered Securities Representative and an Investment Advisor Representative (Series 7, 24 & 63). David earned his B.A. in American Studies from Illinois Wesleyan University, J.D. from Boston University School of Law, and M.S. in Accounting from Northeastern University Graduate School of Professional Accounting.
 Robert F. Bodio, Jr.
Principal
A GW & Wade Counselor since 1998, Rob Bodio brings expertise in tax, investment and estate planning to his clients. Prior to GW & Wade, Rob specialized in taxation, estate planning and estate administration at a Worcester, MA law firm. He currently provides tax and investment advice to pre-IPO executives, venture capital professionals and executives from more established companies. He was made managing director of the firm in 2004.
Rob is admitted to practice law in Massachusetts and the United States Tax Court and is a member of the American and Massachusetts Bar Associations. He is a FINRA Registered Securities Representative and an Investment Advisor Representative (Series 7 & 66). Rob received the 2010 Five Star Wealth Manager Award in Boston Magazine. Rob earned his B.A. in Political Science from Boston College and J.D. from Quinnipiac College School of Law.
 Gerald A. Polcari
Principal
Gerry Polcari joined GW & Wade in 1996. Prior to joining GW & Wade, he was a Tax Consultant in the Boston office of Price Waterhouse. He went on to establish his own tax and financial counseling practice, providing tax and investment services for individuals and corporate clients. Gerry currently provides financial planning, tax & investment advice to corporate executives and high net worth individuals.
Gerry is admitted to practice law in Massachusetts and the United States Tax Court. He is a Registered Investment Advisor (Series 7 & 63) and a FINRA Registered Securities Representative. Gerry earned his B.S. in Finance from Georgetown University, J.D. from Suffolk University Law School, and LL.M. in Taxation from Boston University School of Law.
 David L. Brodsky
Counselor
David Brodsky joined GW & Wade in 2000 specializing in tax and estate planning, financial counseling and investment management. Prior to joining GW & Wade, David was a Tax Specialist in the Boston office of KPMG LLP.
David is a licensed Certified Public Accountant and is admitted to practice law in Massachusetts. He is a Registered Investment Advisor (Series 7 & 63) and a FINRA Registered Securities Representative. David earned his B.B.A. in Business Administration from James Madison University, J.D. from Boston University School of Law, and his M.B.A and M.S. with a concentration in Accounting from Northeastern University.
 Robert J. Emens
Counselor
Rob Emens began his career with GW & Wade in 1997 specializing in investment management, financial counseling and tax planning. Prior to joining GW & Wade, Rob worked at a Boston-area firm providing tax, estate and financial services to high net worth individuals.
Rob is a CERTIFIED FINANCIAL PLANNER™. He is also a FINRA Registered Securities Representative and an Investment Advisor Representative (Series 7 & 66). Rob earned his B.S. in Finance from Bryant College and M.S. in Taxation from Northeastern University Graduate School of Professional Accounting.
 Steven Keirn
Counselor
Steve joined GW & Wade in 2004 after ten years as an in-house counsel in the telecommunications industry, advising executives and managers in both established companies and "start-up" environments. This experience gives Steve unique insight into the business-related financial issues of GW &Wade’s clients, including matters related to equity, deferred compensation, and benefits schemes, professional transitions, and the personal impact of various corporate transactions. He provides a range of investment, tax, and estate planning advice geared toward developing pragmatic, comprehensive financial plans for clients and their families.
Steve is admitted to practice law in Massachusetts and Maryland. He is a Certified Financial Planner® and a member of the Financial Planning Association. He is also a FINRA Registered Securities Representative and an Investment Advisor Representative (Series 7 & 66). Steve graduated magna cum laude from Villanova University with a Political Science major and a Business minor, and he earned his J.D. from the Duke University School of Law. In addition, he has completed Boston University’s certificate program in financial planning
 John S. Murray
Counselor
John Murray joined GW & Wade in 1999 specializing in investment management, financial counseling and tax planning for high net worth individuals and families. John has ten years of mutual fund and financial services experience prior to joining GW & Wade.
John is admitted to practice law in Massachusetts and is a member of the American Bar Association. He is a FINRA Registered Securities Representative (Series 7 & 66). John earned his B.A. in Business Administration from Saint Anselm College and J.D. (with Honors) from the New England School of Law. While in law school, he was a contributor to and Editor of the Law Journal.
 Darren M. Norton
Counselor
Prior to becoming a GW & Wade Counselor in 2002, Darren practiced law as an estate planning and probate litigation attorney at a Plymouth, MA law firm. He began his financial counseling career in 1996, providing tax and financial counseling services for corporate executives.
Darren is admitted to practice law in Massachusetts and Connecticut, and is a FINRA Registered Securities Representative (Series 7 & 66). Darren received the 2010 Five Star Wealth Manager Award in Boston Magazine. He earned his B.S. in Business Administration from the University of Arizona and J.D. from the New England School of Law.
 Eric H. Rosenberg
Counselor
Eric Rosenberg has been with GW & Wade since 1996 specializing in tax, financial counseling and investment management. Prior to joining GW & Wade, Eric was a civil litigator with an emphasis on estate-related litigation and structuring settlements for a Cambridge, MA law firm.
Eric is admitted to practice law in Massachusetts and Illinois. He is also a FINRA Registered Securities Representative and Investment Advisor Representative (Series 7 & 66). Eric received the 2010 Five Star Wealth Manager Award in Boston Magazine. Eric earned his B.A. in Political Science from Northwestern University, J.D. from Boston University School of Law, and M.B.A. from the Boston University Graduate School of Management.
 Michael F. Kuppens
Advisor
Michael Kuppens joined GW & Wade in 2001 and provides financial counseling, investment management and tax and estate planning services. Prior to joining the firm, Michael had extensive experience as a civil litigator.
Michael is a CERTIFIED FINANCIAL PLANNERTM. He is also a FINRA Registered Securities Representative and an Investment Advisor Representative (Series 7 & 66). Michael earned his B.A. from the University of Massachusetts (Amherst) and his J.D. from Boston University School of Law.
 Matthew E. Ryan
Advisor
Matthew Ryan has 22 years of experience in financial services and has worked for GW & Wade over 10 years, providing tax and investment counseling to individuals and small businesses. Prior to rejoining the firm in 2005, he served as Vice President at Fidelity Investments, Regional Director for Diversified Investment Advisors, and as Senior Business Manager for Financial Engines, Inc.
Matt is a CERTIFIED FINANCIAL PLANNERTM. He is also a FINRA Registered Securities Representative and an Investment Advisor Representative (Series 7 & 66). Matt earned his B.S. in Accounting from Syracuse University and M.S. in Finance from Boston College.
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