Todd is the Head of Private Wealth and Sr. Portfolio Manager for Ategenos Capital. Todd oversees the Private Wealth team that partners with advisors to serve their high-net-worth and institutional clients. He is also a member of Ategenos Capital’s Investment Committee.

Prior to joining Ategenos Capital, Todd ran the high-net-worth sales division at Brinker Capital Investments. Todd and his team were responsible for collaborating with financial advisors to design and implement customized investment solutions for high-net-worth individuals and institutions.

Before that, Todd worked as a financial advisor for over 12 years at Fidelity Investments and Merrill Lynch, providing comprehensive financial planning services to high-net-worth individuals. 

Todd received his Bachelor of Science degree in Business Administration from St. Joseph’s University. He holds his FINRA Series 7 and 66 licenses and is a CFA charterholder and CERTIFIED FINANCIAL PLANNER™.