Todd serves as the Senior Portfolio Manager. He is responsible for the day-to-day operations and management of all portfolios. He also serves in a key leadership role of the firm’s Investment Committee. He focuses on building strong relationships and delivering quality solutions while providing excellent client service. Todd joined the team in 2007.

He graduated from North Carolina State University with a Bachelor of Science in Management and Economics. Todd is an Accredited Portfolio Manager Advisor (APMA)℠. He is a member of the board of directors of the Petty Family Foundation.

Todd resides in Greensboro with his wife, Teresa, and has three children, Emily, Ethan and Camden. In his free time, he enjoys playing golf and spending time with his family.