Senior Vice President Wealth Management, & Financial Counseling
Todd joined Ferris Capital in September 2018, as Senior Vice President Wealth Management, & Financial Counseling. In this role, he is responsible for providing comprehensive investment management strategies for high net worth individuals and institutions. Todd has over 20 years of dedicated industry experience in the high and ultra-high net worth marketplace.
Prior to joining Ferris, Todd spent nine years at Siharum Advisors, and eleven years as a Senior Vice President at Kobren Insight Management, serving on their investment committees. Todd began his career at Putnam Investments.
Todd received a BS in Business Management from Ithaca College. He is a member of the Boston Estate Planning Council and was also a Registered Representative with the National Association of Security Dealers, holding Series 7, 6, 63, and 65 licenses. He also serves on the Boston Father of the Year Council to benefit the American Diabetes Association.
In his free time, Todd is often found coaching youth baseball, along with other sports, and occasionally finds the opportunity to play golf. Todd currently resides in Needham, Massachusetts, with his wife and their two children.