Todd is the Director, Senior Wealth Consultant covering Eastern Region RIAs and the Mid-Atlantic sales territory at Ategenos Capital and brings over 20 years of financial services experience to the role. In his role, Todd focuses on building lasting relationships with financial advisors by providing guidance on Ategenos Capital’s Wealth Platform for RIAs, investment strategies, capital markets insights, and business development resources.

Prior to joining Ategenos, Todd served as a Senior Advisor Consultant at Orion Advisor Solutions, where he worked with RIAs and hybrid firms across New England. He also held senior roles at Symmetry Partners and Virtus Investment Partners, with a strong focus on direct indexing, SMAs, alternatives, and practice management solutions.

Todd earned dual Bachelor of Arts degrees in Political Science and Anthropology from the University of Connecticut and holds FINRA Series 7, 63, and 65 licenses.