Todd Levy

Todd Levy, AIFA, QKA is currently the Managing Director RIA at The Retirement Plan Company, LLC, where Todd is responsible for overseeing qualified plan business assets. With over two decades of experience in the financial industry, Todd has demonstrated expertise in portfolio review, consulting, and investment management. Previously, Todd served as the Chief Investment Officer at Ingham Retirement Group, where Todd played a key role in growing the company's asset base to $2B. Throughout their career, Todd has developed relationships, identified growth opportunities, and generated profits through strategic financial planning. With a Bachelor of Arts in Finance from Syracuse University, Todd brings a strong educational background to their role as a seasoned financial professional.