Diverse Backgrounds. Employee-Owned.
Diverse Backgrounds. Employee-Owned.
Diverse Backgrounds. Employee-Owned.
Diverse Backgrounds. Employee-Owned.
Tom Moody
DIRECTOR OF SALES
Tom develops and maintains relationships with intermediaries that distribute investment vehicles and represents Wakefield at industry events.
Tom meets with the investment team regularly to discuss market and security movement and communicate distribution channel needs, concerns and market trends.
Joined Wakefield in June 2017.
Tom has worked in investment management since 1998. Prior to joining Wakefield, Tom was the Manager of National Accounts at Victory Capital. His previous positions at Victory Capital include Principal, Operating Committee and Sales Desk Manager. Prior to that he was a Regional Consultant with Envestnet.
B.S. Accounting, Iowa State University
MBA in Finance from University of Denver – Daniels College of Business.
Tom is active in the community as a volunteer for numerous charities and helps coach his sons youth sports teams.
Wakefield Biblically Responsible Strategy Named Top Gun Performer in 4 Categories
Wakefield Biblically Responsible Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended September 30, 2022. read moreWakefield Large Cap Tax Aware Strategy Named Top Gun Performer in 2 Categories
Wakefield Large Cap Tax Aware strategy was named to the Top Guns list in 2 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended September 30, 2022. read moreWakefield Asset Management Large Cap Equity Strategy Named Top Gun Performer in 4 Categories
Wakefield Large Cap Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended September 30, 2022. read moreWakefield 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 moreWakefield 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 moreWakefield 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 moreWakefield 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 moreWakefield 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 moreWakefield 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 moreWakefield 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 moreWakefield 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 moreWakefield 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 moreWakefield 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
