Todd is a seasoned advisor and business development executive with more than 25 years of experience in the institutional securities and investments business. His principal focus has been advising high-net-worth investors around custom strategies in a Fiduciary capacity. Over the course of his career, Todd has been involved in several business development efforts across multiple asset classes, taking them from the ground up to commercial success.

Todd spent the past decade helping build the Private Client business at Personal Capital. He’ll continue this effort in his current role as he consults and educates investors around strategies that match their goals and financial situations.

Based in California, Todd splits his time between his homes just north of San Francisco and the west side of Los Angeles. He and his wife Rachel enjoy the great outdoor lifestyle that California offers.