Network origin in Roger Wade first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
GW & Wade LLC
 GW & Wade LLC Investment ManagersFinance GW & Wade LLC is an investment advisory firm headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986. In 2024, they merged with The Colony Group LLC, which ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOQS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations.
27
| Subsidiary | Investment Managers | 27 |
St. Lawrence University
26
| College/University | Other Consumer Services | 26 |
Boston University School of Law
13
| College/University | Other Consumer Services | 13 |
New England College
7
| College/University | Other Consumer Services | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Roger Wade via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| KIMCO REALTY CORPORATION | Real Estate Investment Trusts | General Counsel | |
| LEGACY IMBDS, INC. | Internet Retail | Director/Board Member | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Private Equity Investor | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree Masters Business Admin | |
| Boston University | College/University | Corporate Officer/Principal Graduate Degree Masters Business Admin Graduate Degree | |
| Suffolk University | College/University | Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
| Bentley University | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| New England School of Law | College/University | Graduate Degree Graduate Degree Graduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Middlebury College | College/University | Graduate Degree Graduate Degree | |
| Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Masters Business Admin | |
Leadership Council on Legal Diversity, Inc.
 Leadership Council on Legal Diversity, Inc. Miscellaneous Commercial ServicesCommercial Services Leadership Council on Legal Diversity operates as a non-profit organization. It offers mentoring initiative, pathfinder program, and special programs. It offers The company was founded in 2009 and is headquartered in Richmond, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Chairman | |
| Syracuse University | College/University | Graduate Degree Undergraduate Degree | |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Sales & Marketing | |
Carter Validus Advisors II LLC
 Carter Validus Advisors II LLC Investment ManagersFinance Carter Validus Advisors II LLC provides investment advisory services. Michael A. Seton has been the CEO of the American company since 2013. | Investment Managers | Chairman | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin | |
| A.V.R. Realty Corp. | General Counsel | ||
| The Johns Hopkins University | College/University | Undergraduate Degree | |
| Harvard Kennedy School of Government | College/University | Graduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Carter/Validus Advisors LLC
 Carter/Validus Advisors LLC Real Estate Investment TrustsFinance Carter/Validus Advisors LLC is a real estate investment trust. The private company is based in New York, NY. The company was founded by John E. Carter. | Real Estate Investment Trusts | Chief Executive Officer | |
GE Healthcare Financial Services, Inc.
 GE Healthcare Financial Services, Inc. Finance/Rental/LeasingFinance GE Healthcare Financial Services, Inc. provides financing to a number of different sectors, including healthcare providers, senior housing, medical offices, drug companies and medical-device makers. The company is headquartered in Chicago, IL. | Finance/Rental/Leasing | Private Equity Investor | |
| SILA REALTY TRUST, INC. | Real Estate Investment Trusts | Chief Executive Officer | |
Carter & Associates LLC
 Carter & Associates LLC Real Estate DevelopmentFinance Carter & Associates LLC provides commercial real estate services. It offers real estate services including advisory services, asset management, brokerage services, Carter real estate funds, equity development, interiors project management, investment sales, program development services, property and facility management. The company was founded in 1958 and is headquartered in Atlanta, GA. | Real Estate Development | Director/Board Member | |
Montag & Caldwell LLC
 Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Investment Managers | Portfolio Manager-Equities | |
Berkshire Partners LLC
 Berkshire Partners LLC Investment ManagersFinance Berkshire Partners LLC (Berkshire Partners) is a private equity subsidiary of Berkshire Partners Holdings LLC founded in 1986 by Christopher Clifford, Carl Ferenbach, Russel L. Epker, Brad Bloom and Richard Lubin. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
Varagon Capital Partners LP
 Varagon Capital Partners LP Investment ManagersFinance Varagon Capital Partners LP (Varagon Capital Partners) is a private equity subsidiary of Man Group Plc (Jersey) firm founded in 2014 by Doug Kaden and Brett Shapiro. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Trading-Equity | |
| TIPTREE INC. | Specialty Insurance | Director/Board Member | |
| The Virginia Bar Association | Corporate Officer/Principal |
Statistics
International
| United States | 44 |
| Germany | 2 |
Sectoral
| Finance | 22 |
| Consumer Services | 17 |
| Commercial Services | 5 |
| Retail Trade | 2 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 103 |
| Undergraduate Degree | 74 |
| Director/Board Member | 65 |
| Graduate Degree | 50 |
| Portfolio Manager-Equities | 36 |
Most connected contacts
| Insiders | |
|---|---|
| John Carter | 23 |
| Stephen Ketchum | 18 |
| James Ireland | 16 |
| Siti Hamisah binti Tapsir | 16 |
| Frederick L. Farrar | 15 |
| Michael Wishart | 15 |
| James T. Milde | 14 |
| Jeffrey Finkle | 13 |
| Philip Odera | 12 |
| Eric Morgan | 12 |
| Bruce Shulan | 11 |
| Jeff Cusack | 10 |
| David J. Shladovsky | 10 |
| Steven V. Napolitano | 9 |
| Joe Conroy | 9 |
- Stock Market
- Insiders
- Roger Wade
- Company connections
