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Aifa Greg Headrick

Aifa Greg Headrick

Managing Partner at Nwam LLC

Mercer Island, WA , United States

About

Aifa Greg Headrick is Managing Partner at Northwest Asset Management, a firm he founded in 2008. Based in Mercer Island, WA, Greg oversees comprehensive wealth and investment management services, working directly with individuals, families, businesses, and nonprofit organizations to tailor fiduciary, portfolio, and financial planning solutions to client-specific goals.

Greg’s investment focus includes diversified, globally allocated portfolios, retirement planning, estate and charitable strategies, employer and executive benefits, education funding, and insurance solutions. He spearheads customized wealth management processes emphasizing strategic and active asset allocation, risk management, and dynamic allocation programs for both personal and institutional clients.

With nearly 35 years in the finance industry, Greg previously held senior leadership positions as Senior Vice President at Piper Jaffray/UBS and as Regional Sales Manager for Tennant Company. He holds a BA in Finance and Economics from Washington State University, leveraging deep expertise in fiduciary practices, asset management, and wealth advisory to advance innovative solutions and strategic growth for the firm’s clients.

Career History

OrganizationRoleDate RangeDetails
Northwest Asset ManagementManaging PartnerAug 2008 to Present
Chief Complinace Officer, Advisor recruiting, Client development Northwest Asset Management is a DBA of NWAM, LLC.
Piper Jaffray / UBSSenior Vice PresidentJul 1992 to Aug 2008
Tennant CompanyRegional Sales ManagerAug 1991 to Jul 1992

Education

Washington State University - College of Business and Economics

BA, Finance, Economics

1985 1989

Skills & Expertise

Investment Strategies
Investments
Asset Management
Retirement
401k
Services
Investment Advisory
Asset Allocation
Financial Services
Retirement Planning
Wealth Management
CIMA

Others at Nwam LLC (5)

NameRoleLocation
A
Antriksh Kandhari
Portfolio ManagerSeattle, WA , United States
Candida Casey
Candida Casey
Portfolio ManagerChicago, IL , United States
Ryan Lindley
Ryan Lindley
Portfolio AnalystCharlotte, NC , United States
Steven Hering
Steven Hering
PartnerMercer Island, WA , United States
Sam Headrick
Sam Headrick
Options Trading AnalystMercer Island, WA , United States

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