Todd Cassler

Partner & Chief Growth Officer

Boston

Leadership Team

Biography

Todd is the Chief Growth Officer and a Partner in the Boston office. He is a member of the firm’s Leadership Team. Todd is responsible for driving the firm’s growth strategy, sales, and execution. He has over 20 years of experience in financial services.

Prior to joining Cerity Partners, Todd was Mariner’s Chief Strategy & Growth Officer. He was responsible for driving enterprise growth across all the Mariner Wealth Advisors business units, including its ultra-high-net-worth practice and Mariner Advisor Network. Before Mariner, Todd was the President of Financial Institutions and Advisory Solutions at John Hancock Investments and the head of institutional distribution at Manulife Investment Management, one of the world’s largest asset managers. Todd led institutional distribution and overall sales, client service, and relationship management with global financial institutions, broker-dealers, RIAs, consultants, direct, plan sponsors, and platforms, covering the United States, EMEA, Latin America, and South America. He headed the defined contribution investment-only business and was a board member of Manulife Investment Management NA, John Hancock Worldwide, and an executive management team member. Earlier in his career, Todd was a Vice President at Neuberger Berman and the National Distribution Manager at American Skandia.

Todd belongs to the Young Presidents’ Organization (YPO) and sits on Sacred Heart University’s (Welch) Business School, Junior Achievement Americas, and Montrose School boards. Todd is also an advisor to Anasova and an Honorary Trustee of the Boston Children’s Museum.

Education

  • MBA Sacred Heart University
  • BA Western Connecticut State University
  • Student Columbia University, MPS Wealth Management
  • Harvard Business School of Executive Education Authentic Leadership Development Program

Highlights

  • Member of the Young Presidents' Organization (YPO)
  • Board member of Sacred Heart University's (Welch) Business School
  • Board member of Junior Achievement America
  • Member of the Montrose School Board of Trustees

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