About Todd
Todd structures, implements, and monitors comprehensive financial plans for each client’s unique situation. He enjoys building long-term relationships, becoming a trusted advisor for clients and their families in order to help guide them toward their own individual lifelong goals.
Todd resides in Needham, MA, with his spouse, two children, and dog. He enjoys spending time supporting his kids, coaching sports, and occasionally finding time on a golf course.
Education and Professional Milestones
-Ithaca College - bachelor of science in business management with minors in psychology and financial investments
-Served in a similar role at Siharum Advisors and Kobren Insight Management
-Began his career at Putnam Investments in 1996
Todd structures, implements, and monitors comprehensive financial plans for each client’s unique situation. He enjoys building long-term relationships, becoming a trusted advisor for clients and their families in order to help guide them toward their own individual lifelong goals.
Todd resides in Needham, MA, with his spouse, two children, and dog. He enjoys spending time supporting his kids, coaching sports, and occasionally finding time on a golf course.
Education and Professional Milestones
-Ithaca College - bachelor of science in business management with minors in psychology and financial investments
-Served in a similar role at Siharum Advisors and Kobren Insight Management
-Began his career at Putnam Investments in 1996