Todd joined Portfolio Advisors in 1996, and is primarily involved in providing advisory services to separate account clients, marketing and client services. Previously, he was a management consultant with the Mitchell Madison Group, a senior associate with Morris Anderson Investment Advisors, and an analyst with Chemical Bank, where he assisted in the management of the Kansas Public Employees Retirement System portfolio. Todd has served as a director of one client portfolio company and has served or is serving as an Advisory Board member of nine private equity partnerships.
Portfolio Advisors, LLC is a registered investment adviser under the Investment Advisers Act of 1940, as amended. Registration with the SEC as an investment adviser does not imply a level of skill or training. The information on this site is intended solely for the benefit of firms and companies seeking private equity investment capital by providing general information on our services and philosophy. The material on this site is for information purposes only and does not constitute an offer or solicitation to purchase any investment solutions or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material on this site does not constitute a representation that the solutions described therein are suitable or appropriate for any person.
Portfolio Advisors, LLC | info@portad.com