Vice President, Portfolio Specialist
17 years of industry experience
As a senior member of the firm’s portfolio specialist team, Todd focuses on our global, international and emerging market equity strategies. Todd is responsible for communicating our investment process and strategy, macroeconomic perspectives, strategy performance, positioning, and risk attribution to clients, consultants, and other stakeholders and investors in the firm’s strategies. In addition, Todd supports the co-portfolio managers and co-chief investment officers with the analysis of portfolio activity, positioning, and risk attribution. Todd joined the firm in 2010 and has 17 years of industry experience, including roles at Bainco International Investors, CFRA LLC and Deutsche Bank. Todd received a B.A. in Economics and Political Science from Duke University and an M.B.A. from the Fuqua School of Business. Todd holds the Series 7 and 63 registrations.
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