Robert J. DeFreitas, MBA

Vice President, Client Development

Rob is Vice President of Client Development in the Wellesley office. Rob is responsible for introducing and presenting GW & Wade’s investment management platform and planning services to successful individuals, families and select institutions.

Prior to GW & Wade, Rob was a Senior Investor Relations Officer at Summit Partners Public Asset Management in Boston, where he was primarily responsible for raising equity hedge fund assets from institutional allocators, including high net worth individuals, family offices, other institutions, and their investment consultants.

Before Summit Partners, he was a Managing Director – Marketing & Investor Relations at Alydar Capital, and a Managing Director at Oechsle International Advisors, where he focused on new client development, relationship management, and consultant relations for both companies.

Earlier in his career, Rob spent several years at Wellington Management, where he was an Associate Partner and Equity Portfolio Advisor. He also worked for twelve years in New York for J.P. Morgan Asset Management, where he developed extensive business development, client service, and marketing expertise.

  • MBA, New York University – Leonard N. Stern School of Business with concentrations in Finance & Marketing
  • BA in History from Bowdoin College

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