Todd Gervasini
Fondateur chez Catholic Near East Welfare Association
Profil
Mr. Geoffrey T.
Gervasini is a Chief Investment Officer at Wakefield Asset Management LLLP and a Director-Development Leadership Council at Catholic Near East Welfare Association.
He is also a Managing Partner at Wakefield Asset Management LLLP and President at Wakefield Asset Management Corporation.
He has worked in investment management since 1993.
He currently directs the overall portfolio management, strategic investment research, and development initiatives for Wakefield Asset Management and Wakefield Wealth Management.
He currently serves as Director and Board President of Cherry Hills Country Club, Executive Board Member of Denver Area Boy Scout Council and member of the Board of Trustees of Regis Jesuit High School.
Prior to founding Wakefield Asset Management, Mr. Gervasini was the President and co-founder of Capital West Asset Management, a quantitative investment management firm where he served as the portfolio manager for the firm’s quantitative equity strategies.
His responsibilities included managing a mutual fund, private client accounts, and the private placement vehicles.
Its clients included Fortune 500 companies, university endowments, Indian Tribes, foundations, mutual funds, high net-worth individuals, and family offices, etc.
Prior to Capital West, he was a vice president and then senior vice president at C.M.
Bidwell & Associates responsible for the portfolio management of various equity and alternative strategies, and the strategic direction of the firm.
He holds a B.A.
in political science from Boston College, graduating cum laude and with honors in his field.
Postes actifs de Todd Gervasini
| Sociétés | Poste | Début |
|---|---|---|
| Catholic Near East Welfare Association | Fondateur | - |
Wakefield Asset Management LLLP
 Wakefield Asset Management LLLP Investment ManagersFinance Wakefield Asset Management LLLP (Wakefield) is an independent, SEC-registered investment advisor headquartered in Englewood, Colorado. The firm was founded by G. Todd Gervasini in 2003. Wakefield specializes in actively managed US Equity Strategies and offers Large-Cap, Small-Cap and Biblically Responsible portfolios to individual and institutional investors. | Directeur Général | 01/01/2003 |
Regis Jesuit High School Corp.
 Regis Jesuit High School Corp. Other Consumer ServicesConsumer Services Regis Jesuit High School Corp. operates high school serving young men and women in grades 9-12. The company was founded in 1877 and is headquartered in Aurora, CA. | Directeur/Membre du Conseil | 01/06/2016 |
Anciens postes connus de Todd Gervasini
| Sociétés | Poste | Fin |
|---|---|---|
Centennial Bank (Centennial, Colorado)
 Centennial Bank (Centennial, Colorado) Regional BanksFinance Centennial Bank provided commercial banking services. The company was headquartered in Centennial, CO. | Directeur/Membre du Conseil | - |
Capital West Asset Management LLC
 Capital West Asset Management LLC Investment ManagersFinance Founded in 1999, Capital West Asset Management, LLC (CWAM) provides investment advisory services to individuals and families, endowment funds, foundations, pensions and insurance companies. Based in Denver, Capital West became a subsidiary of Phoenix Investment Partners, Ltd. in 2001 | Fondateur | - |
CIC Bancshares, Inc.
 CIC Bancshares, Inc. Financial ConglomeratesFinance CIC Bancshares, Inc. acquires and develops banking and financial services assets. The firm specializes on executive management, navigating the regulatory environment, developing and executing capital plans, mergers and acquisitions, and growing and managing bank, and other financial service businesses. It also offers banking and financial solutions, which includes, commercial, private-client, and mortgage lending services for businesses, business-owners, professionals, and individuals. The company was founded by Kevin W. Ahern, Richard H. Bard and James L. Basey in 2009 and is headquartered in Denver, CO. | Directeur/Membre du Conseil | - |
Formation de Todd Gervasini
| Boston College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
CIC Bancshares, Inc.
CIC Bancshares, Inc. Financial ConglomeratesFinance CIC Bancshares, Inc. acquires and develops banking and financial services assets. The firm specializes on executive management, navigating the regulatory environment, developing and executing capital plans, mergers and acquisitions, and growing and managing bank, and other financial service businesses. It also offers banking and financial solutions, which includes, commercial, private-client, and mortgage lending services for businesses, business-owners, professionals, and individuals. The company was founded by Kevin W. Ahern, Richard H. Bard and James L. Basey in 2009 and is headquartered in Denver, CO. | Finance |
Centennial Bank (Centennial, Colorado)
Centennial Bank (Centennial, Colorado) Regional BanksFinance Centennial Bank provided commercial banking services. The company was headquartered in Centennial, CO. | Finance |
| Catholic Near East Welfare Association | |
Capital West Asset Management LLC
Capital West Asset Management LLC Investment ManagersFinance Founded in 1999, Capital West Asset Management, LLC (CWAM) provides investment advisory services to individuals and families, endowment funds, foundations, pensions and insurance companies. Based in Denver, Capital West became a subsidiary of Phoenix Investment Partners, Ltd. in 2001 | Finance |
Wakefield Asset Management LLLP
Wakefield Asset Management LLLP Investment ManagersFinance Wakefield Asset Management LLLP (Wakefield) is an independent, SEC-registered investment advisor headquartered in Englewood, Colorado. The firm was founded by G. Todd Gervasini in 2003. Wakefield specializes in actively managed US Equity Strategies and offers Large-Cap, Small-Cap and Biblically Responsible portfolios to individual and institutional investors. | Finance |
Regis Jesuit High School Corp.
Regis Jesuit High School Corp. Other Consumer ServicesConsumer Services Regis Jesuit High School Corp. operates high school serving young men and women in grades 9-12. The company was founded in 1877 and is headquartered in Aurora, CA. | Consumer Services |
