Heather Mahoney Joins GW & Wade as Vice President of Operations

Tuesday, June 13, 2017

GW & Wade, LLC an independent, fee-based financial advisory firm, is pleased to announce the hiring of Heather Mahoney as Vice President of Operations. In addition to focusing on strategic initiatives related to the firm’s continuing growth, Heather oversees our Investment Committee. Heather will work out of our Wellesley office.

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 her role as Chief of Staff, 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.

We are very excited to have Heather join our team as Vice President of Operations. As GW & Wade continues to grow, Heather’s experience, expertise and strategic vision are exactly what we need to take GW & Wade to the next level.” said Neil Goldberg, Principal, GW & Wade, LLC.