At Callan Family Office, Todd is responsible for providing ultra-high-net-worth clients, foundations, and endowments with strategic long-term investment guidance through a disciplined, comprehensive, and objective planning process. With over 30 years of experience, he collaborates with individuals, families, and foundations to create customized investment solutions tailored to each client’s unique needs and preferences while ultimately working to achieve their individual and multi-generational financial goals.

In addition to his work with clients, Todd leads Callan Family Office’s Asset Allocation Committee, which is responsible for providing strategic and tactical guidance to clients. Todd is also a member of the Marketing and Communications Committee with a focus on the firm’s digital marketing efforts.

Prior to Callan Family Office, Todd was Regional Chief Investment Officer for Abbot Downing, Wells Fargo’s service offering for ultra-high-net-worth families and foundations. In this role, he led the investment team, managed a select number of client relationships, and was a member of the asset allocation committee. Todd began his career at a predecessor firm of Wachovia, as an equity analyst and mutual fund manager before the transition to the private client side of the business.

Todd is a graduate of James Madison University, where he received a Bachelor of Business Administration degree, with a concentration in Finance. Todd holds the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the CFA Society of North Carolina. Todd also holds the Chartered Alternative Investment Analyst (CAIA) designation