Todd is the Chief Wealth Officer and Senior Portfolio Manager for AC Wealth Partners. Todd oversees the Private Wealth team that partners with advisors to serve their high-net-worth and institutional clients. In his role, Todd is actively involved in constructing, managing, and monitoring investment portfolios tailored to client objectives, risk profiles, and tax sensitivities. He is also a member of AC Wealth Partners' Investment Committee.

Prior to joining AC Wealth Partners, 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 portfolios 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™.