Timothy Pinch

Current Employers

Employment History

• 06/1987 → 03/2024
  G. W. & Wade, Inc.
  Wellesley, MA
• 10/1989 → 12/2023
  G. W. & Wade Asset Management Company, Inc.
  Wellseley, MA
• 03/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 1994-04-14 → 2024-03-21
  Gw & Wade, Llc
  Wellesley, MA
  Wellesley, MA

Other Businesses

1) Horse Racing; Not investment related; Business Address N/A; Passive owner of race horses; Start date September 2013; 40 hours per month devoted to other business; Zero hours per month devoted during securities trading hours; Passive ownership of several race horses. 2) Glastonbury Abbey; Investment related; 16 Hull St. Hingham, MA 02043; Religious non-profit; Council member; Start date January 2020; 1-5 hours per month devoted to other business; Zero hours per month devoted during securities trading hours; Advisory role in general business of Glastonbury Abbey. 3) Mass Soldier's Legacy Fund; Not investment related; 225 Cedar Hill St #200, Marlborough, MA 01752; Charitable trust that seeks to honor Massachusetts Fallen Servicemen and Servicewomen, who died while supporting military operations post 9/11, by providing educational assistance grants to their children; Board Member; Start date: 2010; 1-5 hours per month devoted to other business; Zero hours per month devoted during securities trading hours; Board Member of fund 4) Biltmore Condo Association; Non-investment related; 8473 Bay Colony Drive Naples, FL 34108; The Biltmore is a private condominium; VP and Treasurer; Start date = 3/13/23; 6-10 hours per month devoted to other business; 1-5 hours per month devoted during securities trading hours; Help manage disbursement of HOAs 5) 49 Garrison Rd, LLC; Investment related; Nature of business is to acquire, own, develop, lease, invest in, and manage real estate and to conduct any other business allowed under the laws of the commonwealth of mass and the mass limited liability act; Co-manager and investor with one other person; Start date 5/12/2023; 1-5 hours per month devoted to other business; 1-5 hours per month devoted during securities trading hours; Handle flow of funds/cash flow

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-05-20

Other Names

• Tim Pinch