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Avantra Family Wealth

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Staff Members Wade A. Hoffman

Wade A. Hoffman

Partner, Chief Compliance Officer

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.

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AVANTRA FAMILY WEALTH
STERLING CORPORATE CENTER
100 STERLING PARKWAY
SUITE 107
MECHANICSBURG, PENNSYLVANIA 17050-2903
717.276.1501

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