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

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

G. Todd Gervasini

MANAGING PARTNER, CHIEF INVESTMENT OFFICER

President of Wakefield Asset
Management Corporation

Managing Partner and Chief Investment
Officer for Wakefield Asset Management

  • President of Wakefield Asset Management Corporation
  • Managing Partner and Chief Investment Officer for Wakefield Asset Management LLLP
  • Todd is the founder of Wakefield Asset Management. He has worked in investment management since 1993. Todd 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 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.
  • Prior to Capital West, Todd was a vice president and then senior vice president at C.M. Bidwell & Associates. He was responsible for the portfolio management of various equity and alternative strategies and the strategic direction of the firm.
  • Todd holds a B.A. in political science from Boston College, graduating cum laude and with honors in his field.
  • Todd is the current Colorado Chairman of the Western Golf Association, sits on the Board of Governors for the WGA, and is the current Chairman of the Palmer Scholarship Trust. In addition, he is the past President of Cherry Hills Country Club, the past Chairman for Bags of Fun (Gabby Krause Foundation), as well as a former Trustee and Director for Arapahoe Advocates for Children, Centennial Bank, the Denver Council of Boy Scouts, and Regis Jesuit High School. Todd and his wife Shannon have been married for over 25 years and have four children, Nicholas, Isabella, Anthony and Tessa.

G. Todd Gervasini

CHIEF INVESTMENT OFFICER

President of Wakefield Asset Management Corporation

Managing Partner and Chief Investment Officer for Wakefield Asset Management

  • President of Wakefield Asset Management Corporation
  • Managing Partner and Chief Investment Officer for Wakefield Asset Management LLLP.
  • Todd is the founder of Wakefield Asset Management. He has worked in investment management since 1993. Todd 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 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.
  • Prior to Capital West, Todd was a vice president and then senior vice president at C.M. Bidwell & Associates. He was responsible for the portfolio management of various equity and alternative strategies and the strategic direction of the firm.
  • Todd holds a B.A. in political science from Boston College, graduating cum laude and with honors in his field.
  • Todd is the current Colorado Chairman of the Western Golf Association, sits on the Board of Governors for the WGA, and is the current Chairman of the Palmer Scholarship Trust. In addition, he is the past President of Cherry Hills Country Club, the past Chairman for Bags of Fun (Gabby Krause Foundation), as well as a former Trustee and Director for Arapahoe Advocates for Children, Centennial Bank, the Denver Council of Boy Scouts, and Regis Jesuit High School. Todd and his wife Shannon have been married for over 25 years and have four children, Nicholas, Isabella, Anthony and Tessa.

Wakefield Asset Management Large Cap Equity Portfolio Named Top Gun Performer The Wakefield Large Cap Equity Portfolio was named to the Top Guns list in 3 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Small Cap Equity Portfolio Named Top Gun Performer The Wakefield Small Cap Equity Portfolio was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Large Cap Biblically Responsible Portfolio Named Top Gun Performer The Wakefield Biblically Responsible Equity Portfolio was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Large Cap Tax Aware Portfolio Named Top Gun Performer The Wakefield Large Cap Tax Aware Portfolio was named to the Top Guns list in 3 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Large Cap Equity
Named Top Gun Performer
Wakefield’s Large Cap Equity Portfolio was named a top ten performer within the Large Core Equity Universe by Informa Investment Solutions PSN manager database for the year ended December 31, 2021. read more
Wakefield Large Cap Equity
Tax Aware Named Top Gun
Performer
Wakefield’s Large Cap Equity Tax Aware Portfolio was named a top ten performer within the Large Core Equity Universe by Informa Investment Solutions PSN manager database for the year ended December 31, 2021.read more
Wakefield Biblically Responsible Equity Named Top Gun Performer in 2 Categories Wakefield’s Large Cap Biblically Responsible Portfolio was named a Top Gun in 2 categories by Informa Investment Solutions PSN manager database for the year ended December 31, 2021.read more Wakefield Small Cap Equity
Named Top Gun Performer
in 5 Categories
Wakefield’s Small Cap Equity Portfolio was named a Top Gun in 5 categories by Informa Investment Solutions PSN manager database for 4Q 2021 and for the year ended December 31, 2021.read more
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 2022 Asset Manager
of the Year
Wakefield Asset Management is pleased to announce that our Wakefield Large Cap Equity Portfolio was named 2022 Manager of the Year by Envestnet and Investment Advisor magazine. read more

WAKEFIELD ASSET MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com