Brett A. Greenfield
Portfolio Manager-Equities at Investment Research Partners LLC
Profile
Mr. Greenfield is a partner of Investment Research Partners and has over 20 years of experience in the financial services industry.
Brett holds a bachelor’s degree from James Madison University in Accounting.
Additionally, he became a CFP® professional in 2012, a Chartered SRI Counselor™ in 2019, and graduated from the Pennsylvania Bankers Association Trust School.
Brett resides in Virginia Beach, VA with his wife and two children.
Prior to joining Investment Research Partners, Brett 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.
Brett A. Greenfield active positions
| Companies | Position | Start |
|---|---|---|
Investment Research Partners LLC
 Investment Research Partners LLC Investment ManagersFinance Investment Research Partners LLC (IRP) is an independent, SEC-registered investment advisor headquartered in Lemont, Pennsylvania. The firm was founded by Martin Wildy in 2019. IRP provides well researched investment advisory services to a diverse range of client firms, both big and small. | Portfolio Manager-Equities | 2019-10-31 |
Former positions of Brett A. Greenfield
| Companies | Position | End |
|---|---|---|
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Portfolio Manager-Equities | 2019-10-31 |
Aris Wealth Services, Inc.
 Aris Wealth Services, Inc. Investment ManagersFinance Founded in 1993, Aris Wealth Services, Inc. is a registered investment advisor located in State College, Pennsylvania. The firm is a subsidiary of Aris Corp. of America, Inc. and their ultimate parent is AqGen Liberty Holdings LLC. | Portfolio Manager-Equities | 2015-09-30 |
First National Trust Co.
 First National Trust Co. Investment ManagersFinance First National Trust Co. (FNT) is an investment management firm headquartered in Hermitage, Pennsylvania. The firm was founded in 1934 and is a subsidiary of First National Bank of Pennsylvania, which is owned by FNB Corp. (NYSE: FNB, NASDAQ: FBAN). FNT provides traditional trust and professional asset management services to trusts, individuals, institutions, and other businesses. | Sales & Marketing | 2012-08-31 |
Aris Wealth Services, Inc.
Aris Wealth Services, Inc. Investment ManagersFinance Founded in 1993, Aris Wealth Services, Inc. is a registered investment advisor located in State College, Pennsylvania. The firm is a subsidiary of Aris Corp. of America, Inc. and their ultimate parent is AqGen Liberty Holdings LLC. | Portfolio Manager-Equities | 2008-12-31 |
Greenville Financial Group LLC
 Greenville Financial Group LLC Investment ManagersFinance Greenville Financial Group LLC provides financial services. It helps clients to become and remain financially independent by creating individualized roadmaps. The company was founded by John E. T. Taylor in 2001 and is headquartered in Centreville, DE. | Corporate Officer/Principal | 2005-11-29 |
Training of Brett A. Greenfield
| James Madison University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Finance |
First National Trust Co.
First National Trust Co. Investment ManagersFinance First National Trust Co. (FNT) is an investment management firm headquartered in Hermitage, Pennsylvania. The firm was founded in 1934 and is a subsidiary of First National Bank of Pennsylvania, which is owned by FNB Corp. (NYSE: FNB, NASDAQ: FBAN). FNT provides traditional trust and professional asset management services to trusts, individuals, institutions, and other businesses. | Finance |
Aris Wealth Services, Inc.
Aris Wealth Services, Inc. Investment ManagersFinance Founded in 1993, Aris Wealth Services, Inc. is a registered investment advisor located in State College, Pennsylvania. The firm is a subsidiary of Aris Corp. of America, Inc. and their ultimate parent is AqGen Liberty Holdings LLC. | Finance |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Finance |
Greenville Financial Group LLC
Greenville Financial Group LLC Investment ManagersFinance Greenville Financial Group LLC provides financial services. It helps clients to become and remain financially independent by creating individualized roadmaps. The company was founded by John E. T. Taylor in 2001 and is headquartered in Centreville, DE. | Finance |
Investment Research Partners LLC
Investment Research Partners LLC Investment ManagersFinance Investment Research Partners LLC (IRP) is an independent, SEC-registered investment advisor headquartered in Lemont, Pennsylvania. The firm was founded by Martin Wildy in 2019. IRP provides well researched investment advisory services to a diverse range of client firms, both big and small. | Finance |
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