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 has been a CFP®1 professional, a Chartered SRI Counselor™2, and graduated from the Pennsylvania Bankers Association Trust School during is career. 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.
1Learn more about the Certified Financial Planner designation
2Learn more about the Chartered SRI Counselor designation