Todd is an Institutional Portfolio Manager and works from the Needham, MA office. Todd’s responsibilities include constructing individualized portfolios and delivering Outsourced Chief Investment Officer (OCIO) services for institutional clients, including endowments and foundations.
With more than 25 years of experience in multi-asset portfolio construction and growth equity strategies, Todd brings deep financial acumen to every stage of the client relationship — from portfolio construction and risk management to ongoing rebalancing, all with strict adherence to each client’s Investment Policy Statement.
Most recently Todd served as a Senior Vice President and Portfolio Manager at Congress Asset Management, where he helped grow the Mid Cap Growth strategy from $250 million to over $6 billion in assets under management in his 15 years leading the team.
Todd also held various equity research and portfolio management roles at Boston Trust, Fidelity (FMR Co.), and the Pioneer Group.
Todd is a candlepin bowling enthusiast and he and his family have lived in outside of Boston for over 25 years.