CLIENT PORTAL

Greg Brittain

PARTNER

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.

  • Partner
  • 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 key member of Wakefield’s investment team. He assists the Managing Partner in maintaining our investment portfolios, conducting trade meetings, reviews execution of investment strategies, and conducts broad market research.
  • Greg joined Wakefield in May 2012 as an investment analyst while completing his Master’s degree. He later became senior analyst. Prior to joining Wakefield, Greg worked as an Operations Manager for the PGA Tour.
  • B.S. Business – Ferris State University
  • MBA in Finance – University of Denver Daniels College of Business
  • Avid golfer (3 handicap)
NEXT TEAM MEMBER

Greg Brittain

PARTNER

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.

  • Partner
  • 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 key member of Wakefield’s investment team. He assists the Managing Partner in maintaining our investment portfolios, conducting trade meetings, reviews execution of investment strategies, and conducts broad market research.
  • Greg joined Wakefield in May 2012 as an investment analyst while completing his Master’s degree. He later became senior analyst. Prior to joining Wakefield, Greg worked as an Operations Manager for the PGA Tour.
  • B.S. Business – Ferris State University
  • MBA in Finance – University of Denver Daniels College of Business
  • Avid golfer (3 handicap)
NEXT TEAM MEMBER

WAKEFIELD WEALTH MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com