Meet Your Team

When we formed GW & Wade in April of 1986, we created a company based on our prior experiences in the industry and our common vision of what a premier financial advisory firm could be. To best serve you and your diverse financial needs, we have assembled a team with broad experience, outstanding qualifications and shared values. We now have more than 35 years of industry experience with a myriad of professional designations, advanced degrees and licenses ranging from JDs, MBAs, CPAs, CFPs®, CFAs®, and Investment Advisory Licenses to Masters in Taxation.

kelli-adams-sm-2 Kelli A. Adams, CFP®, EA
Principal & Counselor
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Kelli A. Adams, CFP®, EA
Principal & Counselor

Kelli Adams has been with GW & Wade since 2005.  Kelli brings her expertise in tax, investment and retirement planning to her clients. Kelli also serves as a co-lead in GW & Wade’s Women and Wealth program. She is also a member of the firm’s Investment Committee.

Prior to GW & Wade, Kelli specialized in taxation and investments at State Street Corporation.  She currently provides tax, investment and retirement advice to executives, retirees, entrepreneurs and young professionals.

  • CERTIFIED FINANCIAL PLANNER™
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • Enrolled Agent (EA)
  • BS, University of New Hampshire
  • 7 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine 
ryan-bartholomew-sm Ryan J. Bartholomew, JD, LL.M
Principal & Counselor
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Ryan J. Bartholomew, JD, LL.M
Principal & Counselor

Based in Reston, and serving clients from our Palo Alto, Wellesley and Reston offices, Ryan Bartholomew has been with GW & Wade since 2010. Ryan brings expertise in investment management, tax planning and financial counseling to his clients. He is also a member of the firm’s Investment Committee.

Prior to GW & Wade, Ryan specialized in estate and income tax planning, tax preparation and estate administration at a Wellesley, MA law firm.

  • Admitted to practice law in Massachusetts
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, New England School of Law
  • LL.M in Taxation from Boston University School of Law
  • BS in Political Science & International Affairs from Florida State University
  • FIVE STAR Wealth Manager Award Recipient in Washington Post Magazine, San Francisco Magazine, and 5 Year Recipient in Boston Magazine
chris-bertetta-sm Christopher J. Bertetta, CPA
Associate
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Christopher J. Bertetta, CPA
Associate

Based in Palo Alto, Chris Bertetta has been with GW & Wade since 2018, specializing in financial counseling, investment management and tax planning. He is also a member of the firm’s Investment Committee.

Prior to joining GW & Wade, Chris worked as a staff accountant at PwC in San Francisco.

  • Licensed Certified Public Accountant
  • Investment Adviser Representative (Series 65)
  • Certificate in Advanced Accounting Proficiency from Santa Clara University
  • BS in Finance from San Diego State
eric-berquist-sm Eric Berquist, JD, LL.M
Senior Associate
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Eric Berquist, JD, LL.M
Senior Associate

Based in Palo Alto, Eric Berquist has been with GW & Wade since 2017, specializing in investment management, financial counseling and tax planning. He is also a member of the firm’s Investment Committee.

Prior to joining GW & Wade, Eric worked as a tax attorney at law and accounting firms in the Bay Area.

  • Admitted to practice law in California and before the U.S. Tax Court
  • Investment Adviser Representative (Series 65)
  • JD, Santa Clara University School of Law cum laude
  • LL.M in Taxation, New York University School of Law
  • BA in International Relations, University of Pennsylvania
robert-bodio-sm Robert F. Bodio, Jr., JD
Principal & Counselor
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Robert F. Bodio, Jr., JD
Principal & Counselor

Rob Bodio has been with GW & Wade since 1996. Rob brings expertise in tax, investment and estate planning to his clients.

Prior to GW & Wade, Rob specialized in taxation, real estate transactions, 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 a Principal of the firm in 2004.

  • Admitted to practice law in Massachusetts and the United States Tax Court
  • Member of the American and Massachusetts Bar Associations
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, Quinnipiac College School of Law
  • BA in Political Science from Boston College
  • 11 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine 
david-brodsky-sm David L. Brodsky, JD, MBA, MSA, CPA
Principal & Counselor
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David L. Brodsky, JD, MBA, MSA, CPA
Principal & Counselor

David Brodsky joined GW & Wade in 2000 specializing in tax and estate planning, financial counseling and investment management. He is also a member of the firm’s Investment Committee.

Prior to joining GW & Wade, David was a Tax Specialist in the Boston office of KPMG LLP.

  • Licensed Certified Public Accountant
  • Admitted to practice law in Massachusetts
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, Boston University School of Law
  • MBA and MS with a concentration in Accounting from Northeastern University
  • BBA in Business Administration from James Madison University
  • Board Member, Temple Emanu-El in Marblehead
  • Member, Capital Improvement Committee town of Swampscott
  • 8 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine 

carol-casssoli-sm Carol W. Cassoli
Associate Counselor & Director of Human Resources
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Carol W. Cassoli
Associate Counselor & Director of Human Resources

Carol joined GW & Wade in 1997 and currently shares her expertise as an Associate Counselor.  Carol also serves as the Director of Human Resources and is involved in the management of day to day operations of the firm. Carol is also a member of the firm's Women & Wealth program.

  • Bryant College
  • General Securities Representative (Series 7)
  • Securities Agent and Investment Adviser Representative (Series 66)
bryan-ciborowski-sm Bryan J. Ciborowski
VP of Client Development
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Bryan J. Ciborowski
VP of Client Development

Bryan Ciborowski is a VP of Client Development working in GW & Wade’s Wellesley office. Bryan is responsible for introducing and presenting GW & Wade’s full service offering to individuals, families and corporations.

Prior to GW & Wade, Bryan held various sales consulting and management positions within the world’s third largest asset manager, State Street Global Advisors. As Head of Internal Sales for the Private Wealth Division, he was responsible for managing a team working with some of the nation’s top wealth management firms in implementing best practices in investment selection, portfolio construction, and practice management.

  • General Securities Representative (Series 7)
  • General Securities Principal (Series 24)
  • Uniform State Securities Agent (Series 63)
  • Registered Investment Adviser Representative (Series 65)
  • BS in U.S. History from Bowdoin College

Contact Bryan - bciborowski@gwwade.com

james-da-silva-sm James Da Silva
Principal & SVP of Client Development
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James Da Silva
Principal & SVP of Client Development

James Da Silva is a GW & Wade Principal and SVP of Client Development working in the Wellesley office. Jim is responsible for introducing and presenting GW & Wade’s financial, equity compensation and tax planning services and investment management platform to those working within professional services, senior executives of public companies and clients working at venture backed and private firms, from early stage financing to their eventual transaction, be it sale or acquisition.

Prior to GW & Wade, Jim was a Vice President at Brookwood Securities, an affiliate of Brookwood Financial Partners.  There he was responsible for raising equity capital from a high net worth clientele, family offices and select institutions to be placed in commercial real estate and corporate private equity projects throughout the US. 

Before joining Brookwood, Jim was a trader within the semiconductor distribution industry working with independent distributors and middle market contract manufacturers, with an emphasis on the Scandinavian market.  Prior to this work, Jim designed and operated a geochemical exploration database for Lundin Mining (North Atlantic Natural Resources), a gold and base metal exploration firm in Uppsala, Sweden, after graduating from Salem State College with a degree in geological sciences.

Contact Jim - jdasilva@gwwade.com

chris-dolan-sm-1 Christopher J.K. Dolan
Director of Broker/Dealer Operations
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Christopher J.K. Dolan
Director of Broker/Dealer Operations

Christopher Dolan joined GW & Wade as Director of Broker/Dealer Operations in 1995.

  • General Securities Representative (Series 7)
  • General Securities Principal (Series 24)
  • Securities Agent (Series 63)
  • Operations Professional (Series 99)
  • BS in Finance and Investments from Babson College
robert-emens-sm Robert J. Emens, MST, CFP®
Principal & Counselor
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Robert J. Emens, MST, CFP®
Principal & Counselor

Based in Palo Alto, CA, Rob Emens began his career with GW & Wade in 1997 specializing in investment management, financial counseling and tax planning. He is also a member of the firm’s Investment Committee.

Prior to joining GW & Wade, Rob worked at a Boston-area firm providing tax, estate and financial services to high net worth individuals.

  • CERTIFIED FINANCIAL PLANNER™
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • MS in Taxation from Northeastern University Graduate School of Professional Accounting
  • BS in Finance from Bryant College 
  • FIVE STAR Wealth Manager Award Recipient in San Francisco Magazine and 8 Year Recipient in Boston Magazine
laurie-gerber-sm-2 Laurie Wexler Gerber, MBA
Director of Marketing
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Laurie Wexler Gerber, MBA
Director of Marketing

Laurie has been working in GW & Wade’s Client Development department since 2005. Based in our Wellesley office, Laurie’s responsibilities include spearheading GW & Wade’s Women and Wealth program, new client development, marketing communications and partnerships nationwide, client loyalty and retention, and managing all company events and community involvement. 

Prior to GW & Wade, Laurie held several positions in the financial services industry at Keystone Investments and State Street Research & Management. She has also worked in sales and marketing performing new product development and implementation, and identifying and managing key business alliances at companies such as IBM and several software technology companies.

  • Graduate from the Business on Board program through the Arts & Business Council of Greater Boston
  • MBA in Marketing and Finance from Boston College
  • BA, Boston University
philip-jameson-sm Philip P. Jameson, MBA, MST, CPA
Counselor
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Philip P. Jameson, MBA, MST, CPA
Counselor

Phil Jameson has been with GW & Wade since 1988. Phil advises clients in Boston and across the country, specializing in investment management and income and estate tax planning. He is also a member of the firm’s Investment Committee.

Prior to joining GW & Wade, Phil was a financial analyst with Boston Edison and an auditor with Coopers and Lybrand.

  • Certified Public Accountant
  • Member, Massachusetts Society of Certified Public Accountants
  • General Securities Representative (Series 7)
  • Direct Participation Programs Representative (Series 22)
  • Securities Agent (Series 63)
  • MBA, Columbia University with concentrations in Accounting and Finance
  • MST in Taxation from Bentley College Graduate/Masters Program
  • BA in Economics from Harvard University
  • Investment Committee Member, Boston Arts Academy
  • Investment Committee Member, Clergy Health and Retirement Trust
  • 11 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine 
steven-keirn-sm Steven Keirn, JD, CFP®
Counselor
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Steven Keirn, JD, CFP®
Counselor

Based in Palo Alto, CA, Steve Keirn 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. He is also a member of the firm’s Investment Committee.

  • CERTIFIED FINANCIAL PLANNER™
  • Admitted to practice law in Massachusetts 
  • Member of the Financial Planning Association
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, Duke University School of Law
  • BS (magna cum laude) in Political Science and a Business minor from Villanova University
  • Completed Boston University’s certificate program in financial planning
  • Recipient of the FIVE STAR Wealth Manager Award in San Francisco Magazine 
anthony-kosinski-sm2 Anthony C. Kosinski, JD, LL.M
Senior Associate
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Anthony C. Kosinski, JD, LL.M
Senior Associate

Anthony Kosinski has been with GW & Wade since 2017, specializing in investment management, tax planning, and financial counseling. He is also a member of the firm’s Investment Committee.
 
Prior to GW & Wade, Anthony was an attorney for 11 years at a Boston law firm working primarily in tax planning, tax litigation, and estate planning.

  • Admitted to practice law in Massachusetts and Connecticut
  • Admitted to practice before the U.S. Tax Court
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, Western New England University
  • LL.M in Taxation from Boston University School of Law
  • BS in Accounting from Western New England University
ben-kuehn-sm Benjamin Kuehn, JD
Advisor
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Benjamin Kuehn, JD
Advisor

Ben Kuehn has been with the firm since 2014 working with a wide variety of clients including startup/angel investors, retirees, and professionals in all stages of their careers. Ben provides investment management, tax planning, financial counseling, and estate planning guidance. Ben also serves on the firm’s Investment Committee providing research and analysis of international and emerging markets.

  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, University of Connecticut School of Law
  • BS in Economics from Trinity College, Hartford
heather-mahoney-sm-b-3 Heather S. Mahoney, JD
Principal, VP of Operations & General Counsel
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Heather S. Mahoney, JD
Principal, VP of Operations & General Counsel

Heather Mahoney is a GW & Wade Principal, Vice President of Operations and General Counsel.  Heather is responsible for overseeing the firm’s legal and regulatory responsibilities as well as strategic initiatives related to the firm’s continuing growth. In addition, Heather Co-Chairs our Investment Committee. Heather is also a member of the firm's Women & Wealth program.

Heather has been working in the financial services industry for more than 15 years.  Prior to joining GW & Wade, Heather served as Chief of Staff to the CEO at Grantham, Mayo, Van Otterloo & Co. LLC, where she worked cross-functionally to solve complex business problems, interface with the board of the directors, and execute on other matters of firm wide importance.  Before that role, Heather led the firm’s product development effort, focusing on bringing investment funds to market, and also served as legal counsel for 9 years.

Heather’s legal practice focused on matters related to the firm’s institutional investor client-base, in addition to regulatory, compliance and corporate governance matters. Heather began her career in financial services in the legal department of Wellington Management LLP. 

  • Member of the Massachusetts Bar Association
  • JD, Suffolk University Law School
  • BS, Salem State College 
marissa-malone-sm2 Marissa M. Malone, JD, MBA
Associate
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Marissa M. Malone, JD, MBA
Associate

Marissa Malone has been with GW & Wade since May 2018. Marissa worked diligently for four years to attend school at night to receive her JD and MBA degrees. Marissa is a member of GW & Wade’s Women and Wealth program and is also a member of the firm’s Investment Committee.

Prior to GW & Wade, Marissa held staff accountant positions; one for a public accounting firm, the other for an academic research organization (clinical trials).

  • Admitted to practice law in Massachusetts
  • Investment Adviser Representative (Series 65)
  • JD, Suffolk University Law School
  • MBA, Suffolk University – Sawyer Business School
  • BA in Political Science from University of Massachusetts Amherst
stephen-marsters-sm Stephen E. Marsters, JD
Associate
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Stephen E. Marsters, JD
Associate

Stephen Marsters joined GW & Wade in 2019, specializing in investment management, financial counseling and tax planning. He is also a member of the firm’s Investment Committee.

Prior to joining GW & Wade, Stephen practiced law for eight years in real estate, construction litigation and public finance.

  • Investment Advisor Representative (Series 65)
  • Admitted to practice law in Massachusetts
  • JD, New England Law | Boston
  • BA in History and Political Science from Providence College
ron-minassian-sm Ron W. Minassian, MBA
Director of Trading
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Ron W. Minassian, MBA
Director of Trading

An experienced trader, Ron Minassian joined GW & Wade in 1987.

  • General Securities Representative (Series 7)
  • Securities Agent (Series 63)
  • MBA from Suffolk University Sawyer School of Management
  • BA in Accounting from Bentley College
barry-morgan-sm Barry J. Morgan, JD, MBA
Counselor
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Barry J. Morgan, JD, MBA
Counselor

Barry Morgan joined GW & Wade in 2009 after 6 years working at a boutique financial and estate planning law firm. He works with many types of clients including corporate executives, technology entrepreneurs, retirees, and young families. Barry’s expertise covers a broad range of topics including investment management, tax planning, estate planning, executive benefit strategies, retirement planning, and individual planning issues arising from mergers and acquisitions. He is also a member of the firm’s Investment Committee.

  • Admitted to practice law in Massachusetts
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, Suffolk University Law School
  • MBA with a concentration in Finance from Clark University Graduate School of Management
  • BA in Psychology from University of Hartford
  • 2 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine 
john-murray-sm John S. Murray, JD
Principal & Counselor
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John S. Murray, JD
Principal & Counselor

John Murray joined GW & Wade in 1999 specializing in investment management, financial counseling and tax planning for high net worth and ultra-high net worth individuals and families. John has over twenty years of investment, tax, and financial services experience. He is also a member of the firm’s Investment Committee.

  • Admitted to practice law in Massachusetts
  • Member of the American Bar Association
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD (with Honors), New England School of Law
  • Contributor to and Editor of the Law Journal while at New England School of Law
  • BA in Business Administration from Saint Anselm College 
  • 8 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine 
darren-norton-sm Darren M. Norton, JD
Principal & Counselor
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Darren M. Norton, JD
Principal & Counselor

Darren Norton has been with GW & Wade since 2002. Darren is also Co-Chair of the firm's Investment Committee. Darren formerly practiced law as an estate planning and probate litigation attorney at a Plymouth, Massachusetts law firm.  He began his financial counseling career in 1996, providing tax and financial counseling services for corporate executives. 

  • Admitted to practice law in Massachusetts and Connecticut
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, New England School of Law
  • BS in Business Administration from University of Arizona
  • 12 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine 
tim-pinch-sm Timothy Pinch, JD, LL.M
Principal & Counselor
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Timothy Pinch, JD, LL.M
Principal & Counselor

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.

  • Admitted to practice law in Massachusetts 
  • Member, American and Massachusetts Bar Association
  • General Securities Representative (Series 7)
  • Registered Options Principal (Series 4)
  • Direct Participation Programs Representative (Series 22)
  • Securities Agent (Series 63)
  • JD, Western New England College School of Law
  • LL.M in Taxation from Boston University School of Law
  • BA in History from Georgetown University
  • Advisory Council and Investment Advisory Board Member, Glastonbury Abbey
  • Trustee, Massachusetts Soldiers Legacy Fund (MSLF)
  • 9 Year Recipient of FIVE STAR Wealth Manager Award in Boston Magazine 
gerald-polcari-sm Gerald A. Polcari, JD, LL.M
Principal & Counselor
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Gerald A. Polcari, JD, LL.M
Principal & Counselor

Gerry Polcari joined GW & Wade in 1996.  Prior to joining GW & Wade, Gerry was a Tax Consultant in the Boston office of Price Waterhouse. Gerry went on to establish his own tax and financial counseling practice, providing tax and investment services for individuals and corporate clients.

  • Admitted to practice law in Massachusetts and the United States Tax Court
  • Member, Massachusetts Bar Association
  • General Securities Representative (Series 7)
  • Securities Agent (Series 63)
  • JD, Suffolk University Law School
  • LL.M in Taxation from Boston University School of Law
  • BS in Finance from Georgetown University
  • Former Alumni Interviewer for Georgetown University
  • Former Board Member, Belmont Library Foundation
  • Board of Trustees Member, Chair of Investment Committee and Member of Audit Committee, Lasell Village
  • Former Finance Committee Member, Foundation for Belmont Education
  • 9 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine - 2012 - 2020
tyler-rich-sm Tyler Rich, CPA, MBA
Senior Associate
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Tyler Rich, CPA, MBA
Senior Associate

Tyler Rich has been with GW & Wade since 2017, specializing in investment management, financial counseling and tax planning. He is also a member of the firm’s Investment Committee. 

Prior to joining GW & Wade, Tyler worked at PwC for over seven years, providing M&A advisory services to clients engaging in buy and sell-side transactions.

  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • MBA/MSA, Northeastern University
  • BS in Economics from Boston College
eric-rosenberg-sm Eric H. Rosenberg, JD, MBA
Principal & Counselor
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Eric H. Rosenberg, JD, MBA
Principal & 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.

  • Admitted to practice law in Massachusetts and Illinois
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, Boston University School of Law
  • MBA (with Honors), Boston University Graduate School of Management
  • BA in Political Science from Northwestern University
  • Former Treasurer, Home Away Boston
  • 11 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine 
matthew-ryan-sm Matthew E. Ryan, MSF, CFP®, EA
Counselor
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Matthew E. Ryan, MSF, CFP®, EA
Counselor

Matthew Ryan has worked at GW & Wade for over 22 years, providing tax and investment counseling to individuals and small businesses. He is also a member of the firm’s Investment Committee.

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.

  • CERTIFIED FINANCIAL PLANNER™
  • General Securities Representative (Series 7)
  • Securities Agent (Series 63)
  • Investment Adviser Representative (Series 65)
  • Enrolled Agent (EA)
  • MS in Finance from Boston College
  • BS in Accounting from Syracuse University
  • 7 year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine 
adam-silvey-sm2 Adam E. Silvey, JD, LL.M
Counselor
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Adam E. Silvey, JD, LL.M
Counselor

Adam Silvey has been with GW & Wade since 2012, specializing in tax planning, investment management, and financial counseling. He is also a member of the firm’s Investment Committee.

  • Admitted to practice law in Massachusetts
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, New England School of Law
  • LL.M in Taxation from Boston University School of Law
  • BS in Business Administration from Stonehill College
  • 2021 Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine
gene-sinclair-sm Gene E. Sinclair
Principal & SVP of Client Development
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Gene E. Sinclair
Principal & SVP of Client Development

Based in Palo Alto, California, Gene is the GW & Wade Principal in charge of Client Development for California and the West. Gene works with individuals, families and corporations to deliver GW & Wade's Wealth Management Services.

During his long career in financial services, Gene worked with both regional and national brokerage firms. He also co-founded a successful independent investment advisory firm and a successful, venture-backed start-up that revolutionized money management platforms for independent broker-dealers, banks and investment advisory companies.

  • Registered Options Principal (Series 4)
  • General Securities Representative (Series 7)
  • General Securities Sales Supervisor (Series 8)
  • General Securities Principal (Series 24)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • BS in Business from San Jose State University
  • Guest lecturer at the San Jose State University Masters in Biotechnology program
  • Former Chairman of the Board, Chairman of the Executive Committee and member of the Finance Committee of Hope Services
  • Board member, Chief Umpire and Head Coach for youth baseball programs in Sunnyvale, Mountain View and Los Altos

Contact Gene - gsinclair@gwwade.com

jeff-tancreti-sm Jeffrey M. Tancreti, JD
Associate
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Jeffrey M. Tancreti, JD
Associate

Jeff Tancreti has been with GW & Wade since 2019, specializing in financial counseling, investment management, and tax planning. He is also a member of the firm’s Investment Committee.

Prior to joining GW & Wade, Jeff worked as an attorney at an oversight and regulatory agency for the Commonwealth of Massachusetts.

  • Admitted to practice law in Massachusetts
  • Registered Investment Adviser Representative (Series 65)
  • JD, New England School of Law
  • BS in Political Science from Suffolk University
matthew-valentine-sm2 Matthew G. Valentine, JD
Chief Compliance Officer & Counsel
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Matthew G. Valentine, JD
Chief Compliance Officer & Counsel

Matt joined GW & Wade as Chief Compliance Officer and Counsel in 2018. As CCO and Counsel, Matt is responsible for overseeing regulatory compliance for the organization and assisting General Counsel with legal matters.

Matt comes to GW & Wade with 13 years of experience in the financial services industry. Prior to joining GW & Wade, Matt was Assistant Vice President of Business Controls for State Street Global Advisors' Institutional Client Group, where he served as a member of the firm's Global Compliance Committee and drafted firm policies, procedures and controls. Before that role, Matt worked as a Compliance Director for Brighton House Associates where he led Compliance efforts for a Private Equity and Hedge Fund Placement Agent. Matt began his career as a Trader and Regional Compliance Officer for Investors Capital Corporation, a dually registered SEC Investment Adviser and FINRA broker dealer, where he supervised registered branches across the U.S.

  • Member of the Massachusetts Bar Association
  • JD, New England School of Law, Magna Cum Laude
  • BS, University of Massachusetts Isenberg School of Management, Cum Laude
  • General Securities Representative (Series 7)
  • General Securities Principal (Series 24)
  • Registered Options Principal (Series 4)
  • Uniform State Securities Agent (Series 63)
  • Registered Investment Adviser Representative (Series 65)
  • Municipal Securities Principal (Series 53)
roger-wade-sm Roger W. Wade, JD, LL.M
Principal, Co-Founder & Counselor
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Roger W. Wade, JD, LL.M
Principal, Co-Founder & Counselor

Roger Wade is a Principal and Co-Founder of GW & Wade. Roger has specialized in investment, tax and financial counseling services since 1984, helping senior corporate executives, private business owners and other professionals achieve their financial goals.

  • Admitted to practice law in Massachusetts
  • Member of the American and Massachusetts Bar Associations
  • General Securities Representative (Series 7)
  • Municipal Securities Representative (Series 52)
  • Municipal Securities Principal (Series 53)
  • Securities Agent (Series 63)
  • JD, Western New England University School of Law
  • LL.M in Taxation from Boston University School of Law
  • BA in Government from St. Lawrence University
  • Former Board of Trustees Member at Western New England University
  • 7 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine 
margaret-welborn-sm Margaret Gaisford Welborn, JD
Counselor
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Margaret Gaisford Welborn, JD
Counselor

Meg Welborn joined GW & Wade in 2009 specializing in tax and estate planning, financial counseling and investment management as well as serving as a co-lead in GW & Wade’s Women and Wealth program. She is also a member of the firm’s Investment Committee.

Prior to joining GW & Wade, Meg was a corporate attorney at Charles Schwab in San Francisco and a senior tax associate at PwC (Coopers Lybrand).

  • Admitted to practice law in Massachusetts and California
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, Suffolk University Law School
  • BA in English Literature, University of Connecticut
  • 2 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine 
justin-wiles-sm Justin Wiles, JD
Counselor
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Justin Wiles, JD
Counselor

Based in Palo Alto, Justin Wiles has been with GW & Wade since 2015, specializing in investment management, financial counseling and tax planning. He currently provides tax, investment, estate planning and retirement advice to a wide range of clients including startup professionals, executives of more established firms and retirees. He is also a member of the firm’s Investment Committee.

Prior to joining GW & Wade, Justin specialized in individual and partnership tax at a San Francisco accounting firm.

  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, University of Illinois cum laude
  • BS in Advertising & Public Relations from University of Tennessee

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Important Disclosures

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark and the CERTIFIED FINANCIAL PLANNER™ certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.