Executive Team – Brett Greenfield

Brett Greenfield, CFP®

Certified Financial Planner

Previously, Brett served as a Portfolio Manager focusing on ESG and sustainable investing at AssetMark, Inc. The role included due diligence, portfolio construction, portfolio management, marketing and sales responsibilities. 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.

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.