Todd Seresky

Wealth Strategy - Investment Planning at Commonwealth Financial Group

Todd Seresky has extensive experience in investment planning and wealth strategy, currently serving as the Director of Investment Planning at Commonwealth Financial Group since December 2019. Prior to this role, Todd held positions at BNY Mellon as an Associate Portfolio Manager and at Fidelity Investments as a Regional Investment Consultant and Inside Sales Representative, where notable achievements included winning multiple sales training awards. Todd's career began with a summer internship at OMAM, where analysis of investment performance supported sales efforts. Todd holds an MBA from Babson F.W. Olin Graduate School of Business and a B.S. in Finance from Lehigh University.

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