Todd joined Crane & Associates in 2013. Previously, Todd worked as an analyst at J.P. Morgan Private Bank on a team managing investments for high-net-worth clients. At J.P. Morgan, he was responsible for portfolio and performance analysis, asset allocation assembly, trust analysis, and research. Todd's previous experience includes work at Nuveen Investments covering the firm's global equity portfolios, and tutoring finance at USC's Finance Learning Center.
Todd graduated from the University of Southern California (Fight On!) with a Bachelor of Science degree in Business Administration with a concentration in Finance.
Todd holds the Chartered Financial Analyst and Certified Financial Planner® designations. He also holds Series 7, 63, and 66 securities registrations, and is licensed to offer various insurance solutions (CA Insurance Lic. #2110613).
Todd's hobbies include mountain biking, surfing, hiking, yoga and swimming.