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 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 Small Cap Equity Named Top Gun Performer
in 16 Categories
Wakefield Small Cap Equity Portfolio was named as a Top Gun in 16 categories by Informa Investment Solutions for 1Q2018 . read more
Wakefield Large Cap Equity Named Top Gun In 7 Categories Wakefield Large Cap Equity Portfolio was named Top Gun performer by Informa Investment Solutions PSN manager database for 1Q2018. 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 Large Cap Equity Named Top Gun Wakefield Large Cap Equity Portfolio was named Top Gun performer by Informa Investment Solutions PSN manager database for 4Q2017. read more Wakefield Small Cap Equity Named Top Gun Wakefield Small Cap Equity Portfolio was named Top Gun performer by Informa Investment Solutions PSN manager database for 4Q2017. read more Top-Performing Manager by Pensions & Investments Wakefield Large Cap Equity Portfolio was named as a Top-Performing Manager by Pensions and Investments Magazine for performance returns as of the fourth quarter 2015. read more

WAKEFIELD ASSET MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com