Wade is an Investment Analyst and assists with client portfolio construction and fund due diligence.
Before beginning his career at Waldron, Wade held several internship positions in the financial planning field. Wade graduated from Saint Vincent College with a Bachelor’s degree in Finance and Mathematics and minors in Accounting and Economics. He is a CFA Charterholder and an active member in the CFA Society of Pittsburgh.
At Waldron, Wade specializes in portfolio analysis and reporting, public and private markets due diligence and various internal trading functions.
Outside of the office, Wade enjoys fly fishing, playing sports and spending time with family and friends. He resides in Scott Township.
