Wade Sias Strategist Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Sias is a vice president and strategist on the client solutions and analytics team in the Newport Beach office, focusing on nonprofits, single-family offices, and financial institutions. He has five years of investment experience and holds a master’s degree in finance from Claremont McKenna College. He received an undergraduate degree in business from Chapman University.