John Wade

John Wade, CFP, currently serves as Executive Director of Investments and Senior Portfolio Manager at Oppenheimer & Co. Inc. since October 2022. Prior to this role, John held the position of Senior Vice President at B. Riley Wealth Management from 2009 to October 2022. John's earlier experience includes serving as a Certified Financial Planner at UBS Financial Services, Inc. from 2005 to 2009 and Vice President at First Horizon Advisors from 1998 to 2005. John obtained a Bachelor of Arts in Communication and Media Studies from Union University between 1989 and 1993.