Partner, Portfolio Manager
BBA in Accounting and Finance, University of Wisconsin-Madison
MS in Finance, University of Wisconsin-Madison
- CFA Institute, Member
- CFA Society Chicago, Member
- Columbia Wanger Asset Management, Equity Analyst
- Ariel Capital, Equity Analyst
When Todd joined RMB Capital in 2011, he brought 13 years of experience in analyzing equity securities and managing portfolios for mutual funds, institutions, and separately managed accounts. Prior to RMB, Todd worked as an equity analyst in Chicago for Columbia Wanger Asset Management and Ariel Investments. While rooted in value investing, his investment philosophy has developed and grown over the years to more fully encompass a “growth at a reasonable price” style. Todd is an alumnus of the University of Wisconsin-Madison, where he received a Bachelor’s degree in Accounting and Finance and also a Master of Science in Finance. Todd was recognized with a Chartered Financial Analyst (CFA) charter in 1999 and is currently a member of the CFA Society of Chicago.