Gene Todd

Mr. Todd leads the teams across the firm’s global footprint that provide wealth management advice, solutions and service to individuals, family offices, foundations and endowments. He has more than 25 years of experience in the financial services industry, including wealth management, private equity, venture capital, M&A and leveraged buyouts. Gene earned an MBA from the University of Michigan and a Bachelor of Science degree from The Ohio State University. He is on the board of the Bank Insurance & Securities Industry (BISA).