As part of the Leadership Team at One Charles Private Wealth, Todd is responsible for helping oversee the firm’s strategic direction, client services, and growth of the firm. He has significant experience in business planning and modeling, asset management, alternative assets, and complex financial management strategies.
With over 20 years of experience in the wealth and asset management field, he advises high net worth individuals, professional athletes, business owners, and corporate executives. Todd graduated with honors from Arizona State University (ASU) and has been a featured advisor in industry publications highlighting his planning and wealth management work. He holds a Bachelor of Science degree in Finance from ASU and a Certified Financial Planner (CFP®) designation. Todd’s clients have participated in numerous investment transactions over the last 10 years totaling over $100 million in private placements. He also sits on various advisory boards which collectively manage more than $1 billion in public and private investments.
Primary Duties at One Charles Private Wealth