Todd is a partner and senior wealth advisor. He also serves as a liaison between the research and account management teams. Todd joined Adviser Investments when the firm acquired Kobren Insight Management (KIM) in 2011. He got his start in the financial services industry in 1982. Prior to joining KIM in 1993, he spent six years as a registered representative for Fidelity and four years as a compliance specialist with Financial Services Corporation. He has been honored twice in Boston magazine as a Five Star Wealth Manager. Todd holds a B.A. in finance from the University of Toledo as well as the Chartered Financial Analyst® designation, and he is a member of the CFA Institute and the Boston Security Analysts Society (BSAS).
Five Star Wealth Manager (2012, 2013)
Early in my career, I worked for Fidelity Investments and was there on October 19, 1987 when the stock market fell over 22% in one day. Nearly everyone was traumatized. But I heard this comment from former Fidelity Magellan Fund manager Peter Lynch:
“The real key to making money in stocks is not to get scared out of them.”
And I realized he was right. Keeping a level temperament is so important to investment success.
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For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC