Greenfield Advisors is committed to safeguarding client privacy and complies with the Gramm-Leach-Bliley Act. As such, any non-public financial information from an institution or client received in the course of performing an assignment will be treated as confidential, privileged information. We follow a policy of ‘informed consent.’

We use Cookies, Google Analytics Demographics and Interest Reporting, and Google Analytics Remarketing. We may use this information to provide personalized content and help track and manage the effectiveness of our marketing efforts. To Opt-Out of these features, please use Google Analytics’ currently available opt-outs for the web.

Additionally, we may contact clients outside of the scope of their project via our newsletter, “Greenfield Advisors” which is sent out via a mailing list. Anyone seeking information on our website who fills out a contact form may also be added to our mailing lists. Any requests to be unsubscribed from mailing lists are promptly carried out. The data for mailing lists is kept confidential and cannot be accessed through the Internet.

The information contained in our email messages is confidential intended only for the use of the individual or entity named as a recipient. If the reader of the message is not the intended recipient, or the employee or agent responsible to deliver it to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received a communication in error, please immediately notify the sender and destroy the original message.

In working with our company, the client may provide information by which others may identify the client (hereinafter “Personal Information”). Greenfield Advisors and our subcontractors or service providers may use this information in the course of the assignment. However, Greenfield Advisors will never intentionally provide any Personal Information to other companies or individuals without your express permission to do so. We will notify the client at the time of such data collection or transfer if the Personal Information is to be shared with a third party and the client will always have the option of not permitting such sharing.

We may provide links to third party sites. If you follow links to sites not affiliated or controlled by Greenfield Advisors, you should review their privacy and security policies and other terms and conditions, as they may be different from those of our site. Greenfield Advisors does not guarantee and is not responsible for the privacy or security of these sites, including the accuracy, completeness, or reliability of their information.

Questions regarding this policy should be directed to