Brian Wade

Family CFO | Board Member | Entrepreneur

Role: Managing Director, Family CFO at Ardent Capital Management, Inc
Location: Cincinnati, OH, US
LinkedIn followers: 500 followers

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About Brian Wade

An experienced executive and entrepreneur with 20+ years of finance, business…

Experience

Managing Director, Family CFO
Ardent Capital Management, Inc
Jan 2017 — Present · Cincinnati, OH, US
Serve as Family CFO for UHNW families - quarterbacking all aspects of family finances; public and private investments, debt, real estate and family owned businesses. Ardent is an opportunistic, high-conviction manager with a focus on concentrated portfolios of public equities, preferred shares, microcaps, equity derivatives and merger arbitrage. We also advise on private placements (qualitative, quantitative, and valuation analysis) and completed over $500m in advisory transactions.

Education

Emmanuel College (Boston)
BS Business Management

Skills

Asset Management
Strategic Partnerships
Investments
New Business Development
Portfolio Management
Competitive Analysis
Contract Negotiation
Start-Ups
Cross-Functional Team Leadership
Management
Marketing Strategy
Leadership Development
Sales Management
Mobile Devices
Strategic Planning
Performance Management
Crm
Valuation
Marketing
Business Strategy
Executive Management
P&L Management
Business Planning
Operations Management
Budgeting
Management Consulting
Budgets
Finance
Mergers & Acquisitions
Retail
Entrepreneurship
Leadership
Product Management
Business Development
Strategy
Negotiation
Microsoft Office
Sales
Product Development
Analysis

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