Diverse Backgrounds. Employee-Owned. Diverse Backgrounds.
Employee-Owned.

Diverse Backgrounds. Employee-Owned. Diverse Backgrounds.
Employee-Owned.

G. Todd Gervasini

CHIEF INVESTMENT OFFICER

President of Wakefield Asset
Management Corporation

Managing Partner and Chief Investment
Officer for Wakefield Asset Management

  • Todd is the founder of Wakefield Asset Management. He has worked in investment management since 1993. Todd currently directs the overall portfolio management, strategic investment research, and development initiatives for Wakefield Asset Management and Wakefield Wealth Management.
  • Prior to founding Wakefield, he was the President and co-founder of Capital West Asset Management, a quantitative investment management firm where he served as the portfolio manager for the firm’s quantitative equity strategies. Responsibilities included managing a mutual fund, private client accounts, and the private placement vehicles. Clients included Fortune 500 companies, university endowments, Indian Tribes, foundations, mutual funds, high net-worth individuals, and family offices, etc.
  • Todd was the driving force behind the design and development of the firm’s benchmark targeted portfolios and the formation of the firm’s private client group. Prior to Capital West, he was a vice president and then senior vice president at C.M. Bidwell & Associates responsible for the portfolio management of various equity and alternative strategies, and the strategic direction of the firm.
  • He holds a B.A. in political science from Boston College, graduating cum laude and with honors in his field.
  • Todd currently serves as an Executive Board Member of Denver Area Boy Scout Council and member of the Board of Trustees of Regis Jesuit High School.

G. Todd Gervasini

CHIEF INVESTMENT OFFICER

President of Wakefield Asset Management Corporation

Managing Partner and Chief Investment Officer for Wakefield Asset Management

  • Todd is the founder of Wakefield Asset Management. He has worked in investment management since 1993. Todd currently directs the overall portfolio management, strategic investment research, and development initiatives for Wakefield Asset Management and Wakefield Wealth Management.
  • Prior to founding Wakefield, he was the President and co-founder of Capital West Asset Management, a quantitative investment management firm where he served as the portfolio manager for the firm’s quantitative equity strategies. Responsibilities included managing a mutual fund, private client accounts, and the private placement vehicles. Clients included Fortune 500 companies, university endowments, Indian Tribes, foundations, mutual funds, high net-worth individuals, and family offices, etc.
  • Todd was the driving force behind the design and development of the firm’s benchmark targeted portfolios and the formation of the firm’s private client group. Prior to Capital West, he was a vice president and then senior vice president at C.M. Bidwell & Associates responsible for the portfolio management of various equity and alternative strategies, and the strategic direction of the firm.
  • He holds a B.A. in political science from Boston College, graduating cum laude and with honors in his field.
  • Todd currently serves as Director and Board President of Cherry Hills Country Club, Executive Board Member of Denver Area Boy Scout Council and member of the Board of Trustees of Regis Jesuit High School.

Wakefield Receives Five Star Wealth Manager Honors 10 Consecutive Years Managing Partner and Chief Investment Officer, Todd Gervasini, has received Five Star Wealth Manager honors for a decade straight, from 2012 – 2021. Award candidates are evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history. Wakefield Asset Management Named Large Cap Manager of the Year Wakefield Asset Management, LLLP has been named Large Cap Manager of the Year for the 12th Annual Emerging Manager Awards by Emerging Manager Monthly. read more Wakefield Asset Management Named Asset Manager of
the Year
Wakefield Asset Management, is pleased to announce that our Wakefield Large Cap Equity Portfolio was named Manager of the Year by Envestnet and Investment Advisor magazine. read more
Wakefield Large Cap Equity Portfolios Named Top Gun Performer in 4 Categories Wakefield’s Large Cap Equity Portfolios were named as a Top Gun in 4 categories by Informa Investment Solutions for 3Q 2021. read more Wakefield Small Cap Equity Named Top Gun Performer Wakefield Asset Management is pleased to announce that our Wakefield Small Cap Equity Portfolio has achieved Top Gun status for 1Q 2021 within Informa Investment Solution’s PSN manager database.

WAKEFIELD ASSET MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com