James Da Silva Promoted to Principal at GW & Wade

Share Article

James Da Silva has been promoted to Principal in recognition of his success as VP of Client Development since 2010.

"We all feel very fortunate to have had Jim with us for the last eight years, and particularly now to join us as a Principal of the firm. It is a very demanding job and Jim has done a tremendous job of welcoming new clients to the firm,” said Timothy Pinch, Principal, GW & Wade, LLC.

GW & Wade, LLC, an independently managed, fee-based financial advisory firm, is excited to announce James Da Silva’s promotion to Principal of the firm. Jim joined GW & Wade in 2010 as VP of Client Development and over the past eight years has been the driving force of new business on the East Coast. Jim is also a founding member of the Startup Coalition in Boston, geared toward helping emerging businesses accelerate their growth, a member of the MIT Enterprise Forum and former Director of the Maine Center for Entrepreneurial Development (MCED).

Prior to GW & Wade, Jim was a Vice President at Brookwood Securities, an affiliate of Brookwood Financial Partners. There he was responsible for raising equity capital from a high net worth clientele, family offices and select institutions to be placed in commercial real estate and corporate private equity projects throughout the US.

"We all feel very fortunate to have had Jim with us for the last eight years, and particularly now to join us as a Principal of the firm. It is a very demanding job and Jim has done a tremendous job of welcoming new clients to the firm,” said Timothy Pinch, Principal, GW & Wade, LLC.

About GW & Wade

GW & Wade, LLC is an independently managed, fee-based financial advisory firm with $6.4 billion in assets under management (as of 12/31/17), specializing in holistic wealth management services primarily for affluent individuals and families. Its offices are located in Wellesley, Massachusetts, Palo Alto, California and Reston, Virginia. As independent fiduciaries, GW & Wade advisors provide objective advice and sophisticated financial planning strategies—along with helpful insights on everyday financial issues (home purchases, insurance questions, and more). Most importantly, GW & Wade client relationships are built on the promise of trust. Most new clients come to the firm by way of referral, following the strong endorsement of a contact who has experienced the team’s dedication and integrity first hand.

GW & Wade is also a partner firm in the Focus Financial Partners family, a collaborative network of independent, fiduciary wealth management firms. For more information, contact GW & Wade at 877.499.1133 or visit http://www.gwwade.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Laurie Wexler Gerber, MBA
@GW_WADE
Follow >
GW & Wade, LLC
since: 02/2012
Like >
GW & Wade, LLC

Visit website