As a Partner of Avantra Family Wealth, Wade serves as Chief Compliance Officer, responsible for overseeing compliance and sales practices as well as performing operational function reviews. He joined Avantra from Merrill Lynch, where he administered regulatory supervision, complaint reviews and resolutions, client risk review, and branch audit preparations. Previously, Wade worked at Morgan Stanley Smith Barney as a complex risk officer, and at Smith Barney as an operations manager for Citigroup Global Markets.
Wade studied Biology at Shippensburg University and enjoys playing cello, guitar, and keeping his kids active in their music programs. He lives in Camp Hill, Pennsylvania, with his wife and two children.