Todd provides strategic and tactical advice throughout all phases of the fundraising process. He has more than 20 years of institutional equity and research experience from working at both investment banking and broker/dealer firms, as well as fundraising experience, with a focus on alternative investments.
Todd was previously a Managing Director for Guggenheim Partners, as well as Head of Business Development for Guggenheim Investment Advisors. At Guggenheim, he oversaw the Distribution team, Marketing & Events team, Client Relationship Management team, and served as a Product Specialist for the Guggenheim Alternatives Platform which included 40–50 hedge fund managers and multiple fund-of-funds.
Todd is a member of Kirkland’s Private Investment & Family Office Practice Group, focusing on structuring traditional and alternative family office vehicles, management carry programs, key employee co-invest vehicles and cash management systems to support cash flow needs of families and their investment vehicles.
Bain Capital Credit LP, Bay Pine Capital Partners, Blue Mountain Capital Management LLC, Breakwater Management LP, The California Endowment, Estancia Partners, FCI Advisors, Grandpoint Bank, Great Mercury Healthcare, Lotus Innovations Funds, Manikay Partners, Marlin Equity Partners, North Square Investments, Pampa Capital Partners LP, Pender Capital, Seaside Equity Partners, TBank, Union Bank / Highmark Capital Management and White Pine Holdings.
- Guggenheim Partners, LLC, Managing Director and Guggenheim Investment Advisors Head of Business Development, Marketing and Client Relationship Management
- Butler Capital Investments, LLC, Managing Director – Business Development, Marketing and Client Relationship Management
- JP Morgan, Vice President, Institutional Equity Marketing and Distribution
- UBS, Director, Institutional Equity Global Account Manager
University of Wisconsin-Madison, B.A., International Relations & Political Science
Admissions & Qualifications
FINRA Series 7, 24 and 63 licenses