GW & Wade, LLC an independent, fee-based financial advisory firm, is pleased to announce the hiring of Alice Hsu as Vice President of Client Development. Alice will work out of our Palo Alto office. GW & Wade offers extensive expertise in tax planning, investment management, retirement and estate planning.
Alice joins us from HSBC Private Banking where she was a Relationship Manager responsible for growing and servicing the Ultra High Net worth clientele of the Bay Area. Prior to this role, Alice held the position of Private Client Manager with US Trust for 4 years, developing key client relationships for the bank.
In addition, Alice has a proven record of facilitating long term client relationships with both customers and industry luminaries. Her language skills and nurturing personality are assets that will complement GW & Wade’s ability to expand and provide the highest level of financial advisory services to our clients.
“This is a significant hire for us and we are delighted that Alice is joining our team. GW & Wade is committed to our current clientele, and to growing our business in a thoughtful and deliberate manner. Alice’s experience and knowledge will be a great asset to us in achieving these goals.” said Neil Goldberg, Principal, GW & Wade, LLC.
To contact Alice Hsu, please call 650.618.6399 or email firstname.lastname@example.org.