![Brett A. Greenfield](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brett A. Greenfield
Gestionnaire de Portefeuille-Actions chez
Investment Research Partners LLC
Profil
Mr. Brett A. Greenfield is an Investment Manager at Investment Research Partners LLC and has over 20 years of experience in the financial services industry.
Prior to joining Investment Research Partners, Mr. Greenfield served as a Portfolio Manager focusing on ESG and sustainable investing at AssetMark, Inc. In this role, he built and delivered sustainable and ESG-integrated solutions for a platform that serves financial advisors and clients nationwide.
The role included due diligence, portfolio construction, portfolio management, marketing and sales responsibilities.
In addition, Brett frequently spoke at financial advisor events and conferences on a variety of subjects related to sustainable investing.
Brett served in a similar role with Aris Wealth Services, a firm that was subsequently acquired by AssetMark, Inc. In this role, he was actively involved in the Investment Committee that was responsible for the firm’s total return, absolute return, values-based, income-oriented, and retirement solutions.
Prior to joining Aris, Brett served as a mutual fund accountant at T.
Rowe Price Associates, a registered representative at Greenville Financial Consultants, Inc., and a Portfolio Analyst and Assistant Vice President at First National Bank Investment Advisors.
He holds a bachelor’s degree from James Madison University in Accounting.
Postes actifs de Brett A. Greenfield
| Sociétés | Poste | Début |
|---|---|---|
Investment Research Partners LLC
 Investment Research Partners LLC Investment ManagersFinance IRP manages a wide range of purpose-driven and values-oriented portfolios across multiple risk profiles. The firm’s bespoke approach ensures the clients receive personalized portfolio management that aligns with their risk tolerance and financial objectives. | Gestionnaire de Portefeuille-Actions | 01/11/2019 |
Anciens postes connus de Brett A. Greenfield
| Sociétés | Poste | Fin |
|---|---|---|
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection. | Gestionnaire de Portefeuille-Actions | 01/11/2019 |
Aris Wealth Services, Inc.
 Aris Wealth Services, Inc. Investment ManagersFinance Aris Wealth Services employs strategic, tactical, income-oriented and values-based asset allocation strategies to create customized portfolios tailored to client specific needs and circumstances. | Gestionnaire de Portefeuille-Actions | 01/10/2015 |
First National Trust Co.
 First National Trust Co. Investment ManagersFinance Provides investment and wealth management advisory services | Sales & Marketing | 01/09/2012 |
Aris Wealth Services, Inc.
Aris Wealth Services, Inc. Investment ManagersFinance Aris Wealth Services employs strategic, tactical, income-oriented and values-based asset allocation strategies to create customized portfolios tailored to client specific needs and circumstances. | Gestionnaire de Portefeuille-Actions | 01/01/2009 |
Greenville Financial Group LLC
 Greenville Financial Group LLC Investment ManagersFinance Provides financial advisory and retirement planning services | Corporate Officer/Principal | 30/11/2005 |
Formation de Brett A. Greenfield
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
T. Rowe Price Associates, Inc. (IM)
 T. Rowe Price Associates, Inc. (IM) Investment ManagersFinance Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer. | Finance |
First National Trust Co.
First National Trust Co. Investment ManagersFinance Provides investment and wealth management advisory services | Finance |
Aris Wealth Services, Inc.
Aris Wealth Services, Inc. Investment ManagersFinance Aris Wealth Services employs strategic, tactical, income-oriented and values-based asset allocation strategies to create customized portfolios tailored to client specific needs and circumstances. | Finance |
James Madison University
 James Madison University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection. | Finance |
Greenville Financial Group LLC
Greenville Financial Group LLC Investment ManagersFinance Provides financial advisory and retirement planning services | Finance |
Investment Research Partners LLC
Investment Research Partners LLC Investment ManagersFinance IRP manages a wide range of purpose-driven and values-oriented portfolios across multiple risk profiles. The firm’s bespoke approach ensures the clients receive personalized portfolio management that aligns with their risk tolerance and financial objectives. | Finance |
