Wade is an Investment Associate who assists in client reporting and fund due diligence.
Wade started with Waldron as an intern in January 2022. After graduating from Saint Vincent College in May 2022 with a Bachelor’s degree in Finance and Mathematics and minors in Accounting and Economics, Wade joined the Waldron team full-time in July. He is continuing his education by pursuing the CFA designation and passed the Level I exam in May 2022 less than a month after graduation.
At Waldron, Wade specializes in client reporting, fund due diligence for new and existing managers and various internal trading functions. He is also expanding his role within alternative investment solutions.
Outside of the office, Wade enjoys fly fishing, playing sports and spending time with family and friends. He resides in Green Tree, PA with his roommate.
