Todd Gervasini
Founder at Catholic Near East Welfare Association
Profile
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.
Todd Gervasini active positions
Companies | Position | Start |
---|---|---|
Catholic Near East Welfare Association | Founder | - |
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. | Chief Executive Officer | 31/12/2002 |
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. | Director/Board Member | 31/05/2016 |
Former positions of Todd Gervasini
Companies | Position | End |
---|---|---|
Centennial Bank (Centennial, Colorado)
Centennial Bank (Centennial, Colorado) Regional BanksFinance Centennial Bank provided commercial banking services. The company was headquartered in Centennial, CO. | Director/Board Member | - |
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 | Founder | - |
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. | Director/Board Member | - |
Training of Todd Gervasini
Boston College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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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 |
Catholic Near East Welfare Association | |
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 |
Centennial Bank (Centennial, Colorado)
Centennial Bank (Centennial, Colorado) Regional BanksFinance Centennial Bank provided commercial banking services. The company was headquartered in Centennial, CO. | Finance |
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 |
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 |
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