Vice President and Wealth Advisor
Todd develops and manages customized investment strategies tailored to each client’s investment objectives, risk tolerance, and long-term financial vision. He collaborates closely with trust officers, estate planners, and tax professionals to deliver holistic wealth solutions that integrate investment management with broader estate and legacy planning needs.
Todd has significant experience guiding high net worth individuals and families through the complexities of wealth management, investment strategy, and fiduciary oversight, and translating clients’ financial goals into actionable investment strategies. He previously served as a portfolio manager for a large private bank where he managed a wide range of revocable and irrevocable accounts, and as a financial solutions advisor for several large institutional investment firms.
Todd holds a Bachelor of Arts from Rhode Island College.
Todd donates his time and provides financial support to local charitable causes and organizations including Make-A-Wish, the Audubon Society and the Rhode Island Community Food Bank.
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