- Senior Portfolio/Relationship Manager
Todd joins Sendero® with 30 years of experience advising clients on comprehensive wealth management solutions. His breadth of experience across investment management, estate planning, trust administration, insurance, and taxation provide a diversified set of skills to advise multi-generational families on wealth accumulation, preservation, and distribution strategies.
As a Senior Portfolio Manager at Sendero®, Todd will partner with our Investment Advisers to provide holistic financial advice to clients. Todd joins Sendero® after five years with Broadway Bank where he was responsible for the administration of corporate fiduciary and individual trusts, investment management accounts, and IRA assets with assets under management of $345 million.
Todd is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and Certified Trust and Fiduciary Advisor (CTFA). He is also a Veteran of the U.S. Coast Guard.
Experience & History
- Senior Portfolio Manager, Sendero®
- Wealth Advisor/Trust Officer, Broadway Bank
- Senior Trust Client Portfolio Manager, USAA Wealth Management
- Wealth Management Advisor, TIAA-CREF
- Investment Consultant, Charles Schwab & Co.
- CERTIFIED FINANCIAL PLANNERTM (CFP®)
- Certified Trust and Fiduciary Advisor (CTFA)
- Master's in Taxation, University of Southern California
- Bachelor of Science, Business Administration - Cal Poly-Humboldt University
- Veteran, U.S. Coast Guard