Todd is a member of Adviser Investments’ Portfolio Review Committee and a portfolio executive. 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® (CFA®) designation, and he is a member of the CFA Institute and the Boston Security Analysts Society (BSAS).
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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