Greg Brittain

WEALTH MANAGEMENT ADVISOR

Develops and maintains client relationships. Prepares client financial plans and investment policy statements, works with clients to make financial and investment decisions and implement those decisions, and monitors client investment portfolios.

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

Greg Brittain

WEALTH MANAGEMENT ADVISOR

Develops and maintains client relationships. Prepares client financial plans and investment policy statements, works with clients to make financial and investment decisions and implement those decisions, and monitors client investment portfolios.

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

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com