Prior to joining London & Capital’s US Family Office, Todd was a wealth manager at LGT Vestra US where he provided wealth management and investment solutions to US connected individuals and families with an international presence.
Prior to moving to London in 2018, Todd spent nineteen years in US private banking with UBS and Citibank in New York City.
For ten years, Todd was Director – Head of Sales for the UBS Headquarters office in Manhattan where he was responsible for partnering with private wealth advisors and bankers to deliver the full suite of UBS wealth management capabilities to ultra-high net worth clients.
Todd holds the Certified Financial Planner™, Certified Investment Management Analyst®, Certified Private Wealth Advisor® professional designations in the US.
In the UK, he holds the Private Client Advice and Management certificate and is a Chartered MCSI with the CISI – Chartered Institute for Securities & Investment.
He holds the following US regulated licenses: Series 3, Series 7, Series 9, Series 10, Series 63, Series 65.
US Insurance licensed for: Life, Accident & Health, and Long-Term Care.