Blake Greenfield

Senior Specialist / Relationship Management

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Biography
Education & Other Highlights
Location(s)

Blake Greenfield is a wealth management financial advisor based in Leawood, Kansas.

Blake Greenfield is an experienced investment manager and trader working with complex allocations, concentrated positions, and tax efficiencies. He works with clients on financial planning and their goals.

Formerly with Schwab Performance Technologies and Frontier Wealth Management, he’s spent the last decade working in everything operations: reporting, billing, acquisitions, onboarding of new firms, portfolio management for Frontier’s models, and trading.

Blake earned a Bachelor of Arts degree in economics from Baker University.

When not working, he enjoys spending time outdoors with his wife, Makenna, and their two children, Lila and Duane. He also likes hunting, riding horses, and fishing.

Education

Bachelor of Arts in economics, Baker University

Resources

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