Vice President, Investments
As an Investment Advisor in Wealth Management, Todd brings over 35 years of experience in the global securities markets including positions in New York, San Francisco, Tokyo, London and Hong Kong. Before joining Moors and Cabot in March 2016, he had spent the last 12 years as a Senior Financial Advisor at Merrill Lynch in the Fairfield, CT office after 17 years in the Global Capital Markets and the Institutional Asset Management divisions at JP Morgan Chase. Todd attained his Bachelor of Science degree in Economics from Allegheny College and his Masters in Business Administration in Finance and Marketing from Tulane University. He holds numerous licenses in Securities and Insurance, is a Registered Investment Advisor and holds the designation of Chartered Retirement Planning CounselorSM (CRPC®) from the College of Financial Planning.
Background and qualification information is available at FINRA's BrokerCheck website
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