Brett A. Greenfield
Portfolio Manager-Equities at Investment Research Partners LLC
Brett A. Greenfield active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - |
Career history of Brett A. Greenfield
Former positions of Brett A. Greenfield
Companies | Position | Start | 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 | 2015-08-31 | 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 | 2013-06-30 | 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 | 2009-07-31 | 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 | 2005-12-31 | 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 | 2005-11-29 |
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. | Corporate Officer/Principal | 2001-01-29 | 2001-01-29 |
Training of Brett A. Greenfield
James Madison University | Undergraduate Degree |
Statistics
International
United States | 8 |
Operational
Portfolio Manager-Equities | 4 |
Corporate Officer/Principal | 2 |
Sales & Marketing | 1 |
Sectoral
Finance | 7 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
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 |
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 |
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 |
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 |
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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