Client Advisory


Todd is a Partner in the Los Angeles office. He serves as portfolio manager for affluent individuals and families, as well as medium-sized foundations and endowments. He also leads the office’s financial planning activities, helping families harness their financial resources to achieve their broader life goals. Whether a client’s life is complex or simple, Todd helps them define a clear and actionable path forward.

Prior to joining Cerity Partners, Todd served as a Managing Director, Portfolio Manager, and Principal at Covington Capital Management. Todd began his extensive career managing investments in 1991, when he joined Philadelphia-based SEI Investments as senior strategist and Head of U.S. Equities. He relocated to Pasadena, California in 1999 to serve as Senior Vice President, portfolio manager and analyst for Provident Investment Counsel. At Provident, Todd managed portfolios for some of the country’s largest pension and retirement plans, corporate accounts and financial services funds. He joined Covington in 2007.

Todd is passionate about performing community service and being actively involved in the community within the greater Pasadena area.


  • B.S. in Finance and Management Information Systems from the University of Delaware


  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP®)
  • Member of the CFA Society of Los Angeles
  • Member of the CFA Institute
  • Board Member at the Rose Bowl Legacy Foundation
  • Board Member at the Navigage Foundation

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