As a longtime trusted advisor to clients that cover CEOs, real estate owners, professional athletes, Wall Street leaders and family offices, Todd and his partners Richard Harris and Seth Wernick provide a unique and unforgettable client experience. Todd and his partners pride themselves on treating every client with incredible care, service and respect.

Todd's partner Rick sets the direction of the team's investment policy while Todd sets the direction for the fixed income, lending and special situation needs of their clients. Todd and partner Seth spearhead the client service efforts for their practice.

Todd (a Managing Director with Alex.Brown) was a Managing Director at Deutsche Bank, prior to the sale of their division to Alex.Brown, a division of Raymond James. Todd has been recognized as a top advisor by Barron's* in 2010 to present. Todd has also been recognized as a top advisor by the Financial Times.

Originally from New York, Todd earned his BBA from George Washington University School of Government and Business Administration. He and his wife, Michelle, now split time between the DC area and NY. They have three children, Samantha, Rebecca, Jack and grandson, Kingsley. Committed to giving back in his community, Todd is a board member for the Josh Anderson Foundation and previously served for New York School for Child Development, as well as the GWU Business School Advisory Board. He also volunteers his time with SafeSpot of Fairfax County. Todd has coached over 50+ teams in the past 20 years. He is the ultimate people person and that shows in his efforts for his clients.