Todd is a Senior Wealth Advisor at The Colony Group. In his role, Todd structures, implements and monitors comprehensive financial plans for each client’s unique situation. He enjoys building long-term relationships, becoming a trusted advisor for clients and their families in order to help guide them towards their own individual lifelong goals.
Todd served as a Director of Wealth Management and Senior Financial Planner at Derby and Company, Inc. prior to their merger with The Colony Group in 2021. Previously, he served in a similar role at Siharum Advisors and Kobren Insight Management. He began his career at Putnam Investments in 1996.
He earned his Bachelor of Science in Business Management with minors in Psychology and Financial Investments from Ithaca College.
Todd resides in Needham, MA with his spouse, two children, and dog. He enjoys spending time supporting his kids, coaching sports and occasionally finding time on a golf course.