Todd is a trusted and respected financial services professional and community leader whose investment management career spans nearly four decades. At FLP, he is responsible for service to individuals and institutional clients. Todd speaks at investment conferences and community gatherings on investment strategies and markets.
Prior to joining FLP, Todd held senior positions in distribution and marketing with Fleet Financial Group and Manning & Napier Advisors. While at Fleet, Todd was responsible for developing institutional investment advisory business for over a decade. He served as National Sales Director for Fleet’s Columbia Management Group subsidiary, with responsibility to Endowment & Foundation clients. Todd also assisted in Columbia’s integration of Boston-based Liberty Asset Management, as well as a host of bank investment unit acquisitions.
Todd began his career with the management information systems consulting practice of Arthur Andersen & Co. in New York City. He received an MBA from Rensselaer Polytechnic Institute. Todd is enrolled in the Certified Financial Planner® program at University of Georgia and is a registered investment adviser representative.