Wade joined Greatmark Investment Partners in 2022 as a portfolio manager, owner and partner of the firm.  He has 20 years financial management experience.  Wade earned a BS degree in Materials Engineering from Auburn University and an MBA with a concentration in Finance from Georgia State University.  Prior to joining Greatmark, Wade was a Senior Vice President and senior portfolio manager for Synovus Trust Company.  He also worked as a portfolio manager and research analyst for Globalt Investments.  Wade is a CFA® charterholder.  He is married with two daughters.

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Some things you might not know about me -

I am an Eagle Scout.

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Favorite quotes -

My high school tennis coach taught our tennis team the Serenity Prayer.  We would recite it before matches and it stuck with me.  It continues to be my favorite prayer to this day.

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What I love most about this business -

I enjoy the challenge of investing our clients' capital. Applying my years of education and experience to select investments and manage portfolios is deeply rewarding. Every client’s situation is unique, and I am honored by the trust they place in me to handle their complex financial needs—whether focused on income generation or growth. This responsibility drives me to create customized portfolios tailored to their specific goals. I take great satisfaction in meeting these challenges and helping our clients achieve their financial objectives.