Todd Haberly

Todd Haberly, CFA, is a Managing Director at HSBC. They previously served as Director of Investments and Partner at Windrose Advisors, focusing on investment management for ultra-high-net-worth entities. Prior to that, Todd was a Portfolio Manager at Vulcan Capital, where they were part of the investment team managing assets for Paul Allen and the Paul G. Allen Family Foundation. Todd also held a managerial role in the Capital Markets Advisory Group at PricewaterhouseCoopers before it was acquired by Fidelity National Information Services. They hold a BBA in Finance and Economics from Pacific Lutheran University and are pursuing an MBA at the University of Washington's Michael G. Foster School of Business.