Advisors at this firm
Stuart G
Series 63, Series 65
Dallas, TX
Greenfield Seitz Capital Management, LLC
Stuart Greenfield is a financial advisor at Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Greenfield Seitz Capital Management since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm emphasizes fundamental analysis and in-house management, offering tailored investment strategies that include long- and short-term trading, margin use, short sales, and options strategies.
Yancey S
Series 63, Series 65
Dallas, TX
Greenfield Seitz Capital Management, LLC
Yancey Seitz is a financial advisor with Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Greenfield Seitz Capital Management since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm uses fundamental analysis and tailored investment strategies, managing portfolios across various asset classes with an emphasis on in-house management and both long- and short-term trading approaches.
Eric M
Series 63, Series 65
Dallas, TX
Greenfield Seitz Capital Management, LLC
Eric Meyer is a financial advisor with Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Greenfield Seitz since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm uses fundamental analysis to tailor investment strategies to client goals and risk tolerance, managing portfolios across various asset classes with both long- and short-term trading approaches.
Kathryn T
Series 63, Series 65
Dallas, TX
Greenfield Seitz Capital Management, LLC
Kathryn Tutt is a financial advisor with Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Greenfield Seitz since 2009. Outside of her advisory role, she volunteers with The Breast Cancer 3 Day and assists with catering events for The Prep Chef. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm focuses on fundamental analysis and tailored investment strategies, managing portfolios in-house across a range of securities with regular monitoring and quarterly reviews.