Todd is a Client Service Associate in the High Net Worth team, a group specialized in working with clients with over $3.5 million in investment assets. He provides personalized service to his clients as part of a dedicated team of advisors, answering questions, preparing documents, and delivering general administrative support.
Prior to joining Ballentine Partners in 2019, Todd worked as a client service associate at Edelman Financial Services supporting a number of the company’s financial planners. In this role, Todd was responsible for managing each planner’s calendar, as well as providing operational and customer service support to their clients. Todd also has experience with workplace retirement plans, having spent time in the defined contribution groups at both Fidelity Investments and Empower Retirement.
Before entering the financial services industry, Todd spent time as both a staff writer and sports editor for his hometown newspaper, The Salem Observer, in Salem, NH. Todd earned his Associate’s degree in Journalism and Communications at Northern Essex Community College.
Todd lives in Wilmington, MA, with his wife and two young daughters. In his free time, Todd enjoys spending time with friends and family, fishing, playing golf and enjoying live music.