Doug Wade

Client Portfolio Manager

Doug Wade, CFA, is a Client Portfolio Manager at Cercano since July 2024, previously serving as a Product Specialist at Western Asset Management from 2018 to 2023, overseeing business development for Short Duration strategies and Total Return Unconstrained strategies. During a tenure at Western Asset Management from 2012 to 2017 as a Senior Product Analyst, Doug led a team responsible for research and communication on investment strategies, producing monthly and quarterly investment reports. Doug's earlier role as a Product Analyst from 2006 to 2011 involved performance attribution analysis and the creation of an automated process that significantly reduced analysis time. Doug holds an MBA in Finance from USC Marshall School of Business and a Bachelor of Arts degree from Stanford University.

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