Experience

Todd is the Market Executive for the Northern California and Pacific Northwest Private Wealth Management region, as well as head of the San Francisco Bay Area Wealth Management business. A graduate of Stanford University with a B.A in political science, Todd has more than 30 years of experience in the financial services industry. He oversees the management of 15 locations across four states, including California, Washington, Oregon and Nevada.

Prior to his current role, Todd was the Market Head of West Coast Private Wealth Management, which included multiple Private Wealth Management offices as far south as San Diego and north to Seattle, including the hub offices in San Francisco and Los Angeles. Todd also served as the Regional Director of the New York Metropolitan Region of Wealth Management, which included multiple offices in Manhattan, Long Island, New Jersey and Connecticut.

Prior to joining UBS in 2010, Todd was at Morgan Stanley for eight years and ran their Private Wealth Management Office in Los Angeles and also held a variety of high net worth segment positions in their New York-based home office. Before joining Morgan Stanley, Todd was an Executive Director and Private Wealth Advisor at both Robertson Stephens and Hambrecht & Quist in San Francisco.

Todd earned his bachelor’s degree in political science from Stanford University. Todd holds the Series 65, Series 63, Series 3, Series 31, Series 7, Series 10 and Series 9 securities licenses.