Client Advisory

Biography

Todd is a Senior Principal in the Boston office. He is a member of the Wealth Management team, providing strategic guidance and personalized planning solutions for a high-net-worth clientele.

Prior to joining Cerity Partners, Todd was a Partner at Coastal Financial and has been providing comprehensive financial guidance to successful individuals and families for over fifteen years. Following the diagnosis of his children with a rare disease, Todd made it a professional mission to advise leaders and visionaries in the life science and healthcare sectors, enabling them to focus on their own life changing work and missions. He is the co-founder of Mending Minds Research Foundation and a proud supporter of the Look. Foundation, The Alex Manfull Fund, and The Louisa Adelynn Johnson Fund for Complex Disease. Todd is an active alumnus of The Belmont Hill School and Colgate University.

Todd lives in Wellesley with his wife, children, and their amazingly well-trained, never-barking, cavapoo named Jessie. In his spare time, Todd enjoys trying to reduce his children’s screentime and anything outdoors with his family.

Education

  • B.A. in International Relations, Colgate University

Highlights

  • Investment Advisor Representative (IAR)
  • Investment Licensed Series 7 and 63
  • Licensed to offer life, variable life, and variable annuity insurance

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