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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Northwest Asset Management | Managing Partner | Aug 2008 to Present | Chief Complinace Officer, Advisor recruiting, Client development
Northwest Asset Management is a DBA of NWAM, LLC. |
| Piper Jaffray / UBS | Senior Vice President | Jul 1992 to Aug 2008 | — |
| Tennant Company | Regional Sales Manager | Aug 1991 to Jul 1992 | — |
Education
Washington State University - College of Business and Economics
BA, Finance, Economics
1985 — 1989
Skills & Expertise
Others at Nwam LLC (5)
| Name | Role | Location |
|---|---|---|
A Antriksh Kandhari | Portfolio Manager | Seattle, WA , United States |
| Portfolio Manager | Chicago, IL , United States | |
| Portfolio Analyst | Charlotte, NC , United States | |
| Partner | Mercer Island, WA , United States | |
| Options Trading Analyst | Mercer Island, WA , United States |
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