CRD#

2570384

Firm CRD#

145969

Years of Experience in Financial Services

35

Number of Years with Current Firm

18

Work Experience

Prior to founding Sidoxia Capital Management, Wade served as Portfolio Manager on American Century Investments'largest mutual fund, Ultra, from October 2002 through August 2007. As the senior Portfolio Manager on Ultra in 2007, Wade was responsible for day-to-day trading and marketing duties. Ultra at times exceeded $20 billion in assets and was among the nation's top 10 Large Cap Growth funds according to the assets under management during his tenure. Wade also served as Portfolio Manager on the Select fund (Large Cap Growth) for a brief period after acting as Investment Analyst on Ultra, where he covered a broad set of industries from mid-1998 through mid-2002.

Before joining American Century Investments in 1998, Wade worked as a Research Analyst at William O'Neil & Company, Inc. from 1993 through 1996.

Wade earned a master's degree in business administration with a concentration in finance from Cornell University (1998) and a bachelor's degree in economics from the University of California, Los Angeles (1993).

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Money Management