Financial Advisor

Focus

Todd is a Financial Advisor at Stonebridge Financial Group. His focus is providing exceptional service to individuals, families and institutional clients, implementing investment portfolios and asset allocation techniques in an effort to achieve client-specific investment goals.

Background and Credentials

Todd brings over 20 years of institutional money management expertise to our team. Prior to joining Stonebridge, he founded Haverford Partners, a private investment partnership which managed quantitative investment strategies across equities, commodities and fixed income derivatives.

After graduating from Cornell University with a degree in Electrical Engineering, he began his career in 1994 in futures trading at the Chicago Mercantile Exchange with First Continental Trading. He then joined BNP/Cooper Neff where he served as a trader on both the US and German index arbitrage trading desks. After leaving Frankfurt Germany, Todd joined Credit Suisse/First Boston in New York and co-managed the firm’s $10 billion US index quantitative strategies group which served as the bank’s proprietary market making arm for index futures and ETFs. In 2002, he took an opportunity with the hedge fund Balyasny Asset Management, where he managed a statistical arbitrage strategy and performed strategy research for the firm’s trade execution algorithms.

Away From the Office

Todd spends his free time with his lovely wife Gina, twins Brady and Emily and son Owen. When not at a hockey rink, soccer field, or baseball diamond, they enjoy any chance to go skiing or relax on the beach. Todd coaches scholastic and travel hockey programs and baseball.