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

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

Greg Brittain

SENIOR ANALYST

Greg is a member of our investment team and is responsible for assisting the Managing Partner and Portfolio Analyst in maintaining our proprietary investment strategies, participating in trade meetings and staying current on market trends.

  • Develops and maintains client relationships. Prepares client financial plans and investment policy statements, works with clients to make financial and investment decisions and implements those decisions, and monitors client investment portfolios.
  • Joined Wakefield in May 2012 while completing his masters degree and has worked as an investment analyst and wealth management analyst.
  • Prior to joining Wakefield Greg was Operations Manager for the PGA Tour where he was responsible for operations at PGA Tour events from planning to event execution and managing event staff.
  • B.S. Business, Ferris State University
  • MBA in Finance from University of Denver – Daniels College of Business.

Greg Brittain

SENIOR ANALYST

Greg is a member of our investment team and is responsible for assisting the Managing Partner and Portfolio Analyst in maintaining our proprietary investment strategies, participating in trade meetings and staying current on market trends.

  • Develops and maintains client relationships. Prepares client financial plans and investment policy statements, works with clients to make financial and investment decisions and implements those decisions, and monitors client investment portfolios.
  • Joined Wakefield in May 2012 while completing his masters degree and has worked as an investment analyst and wealth management analyst.
  • Prior to joining Wakefield Greg was Operations Manager for the PGA Tour where he was responsible for operations at PGA Tour events from planning to event execution and managing event staff.
  • B.S. Business, Ferris State University
  • MBA in Finance from University of Denver – Daniels College of Business.
  • Avid golfer (3 handicap)

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