As Chief Executive Officer, Todd is responsible for leading the development and implementation of the firm's strategic and operational plans and for building and preserving the firm’s culture. Along with other members of the Management Committee, Todd is responsible for the day to day management of the firm.
Prior to joining WMS, Todd was a Managing Director and Head of Equity Research at Wells Fargo Securities, a position he held for 20 years. In that role, Todd led a team of 150 professionals, including 50 senior equity analysts advising institutional investors in the U.S. and Europe. Todd’s responsibilities included oversight of stock and sector coverage strategies and investment ratings, and several important administrative functions encompassing HR, finance, IT, legal, compliance, and media relations. Todd also served on several governance committees, including serving as Chairman of the firm’s Equity Transaction Screening Committee and as a voting member of the firm’s Equity Underwriting Commitment Committee. Todd’s career includes positions in both investment banking and institutional equity sales at Alex. Brown & Sons and J.P. Morgan Securities.
An Adjunct Professor at the Sellinger School of Business at Loyola University, Todd is a Board Member on the Catch a Lift Fund, a charity that sponsors programs benefitting post 9/11 combat-wounded veterans.
Todd earned an MBA from The Wharton School at the University of Pennsylvania and a BA from Franklin & Marshall College.
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