You're signed outSign in or to get full access.
Brian Wade
Managing Director, Family CFO at Ardent Capital Management, Inc.
About
Brian Wade is the Managing Director and Family CFO at Ardent Capital Management, Inc., based in Cincinnati, Ohio. In this senior leadership role, he is responsible for managing the non-investment operations of the firm, including compliance, business operations, and business development. Ardent Capital Management serves predominantly single and multi-family offices, providing fundamental equity analysis and active portfolio management services, with Brian ensuring the operational integrity required to support sophisticated family office clients.
Wade brings over 20 years of executive experience to Ardent, including co-founding and serving on the Board of Directors for Salon Concepts and holding the position of Vice President at Clarke Power Generation, Inc. His expertise spans business management for investment firms, family office operations, and multi-asset investment solutions, including equities, private equity, venture capital, real estate, and OTC derivatives.
He holds a Bachelor of Science in Business Management from Emmanuel College (Boston). Throughout his tenure, Wade has contributed significantly to developing operational and compliance frameworks at Ardent that support client transactions across diverse asset classes while advancing the firm’s business development initiatives.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ardent Capital Management, Inc. | Managing Director, Family CFO | Jan 2017 to Present | 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-c... |
| Salon Concepts - Cincinnati / Minnesota / Northern Kentucky | Co-Founder, Board of Directors | Oct 2006 to Aug 2022 | — |
| Clarke Power Generation, Inc. | Vice President | Apr 2014 to Dec 2016 | — |
| Clarke Power Services, Inc. | Regional Director, Midwest | Sep 2011 to Mar 2014 | — |
| Management Consultant | Principal | Jan 2007 to Jan 2011 | — |
| Cielo Mobile | Co-Founder and VP Business Development | Jun 2003 to Nov 2006 | — |
| Rydex Investments | Director, Retail | Jan 2000 to Jan 2002 | — |
| Strong Investments | Director | Jan 1998 to Jan 2000 | — |
| Fidelity Investments | Senior Relationship Officer | Jan 1992 to Jan 1998 | — |
Education
Emmanuel College (Boston)
BS Business Management
