Todd has 20 years of experience in the investment management industry. Prior to joining Lyell Wealth Management, Todd was a Wealth Manager at BNY Mellon Wealth Management. Todd joined BNY in 2016 when it acquired Atherton Lane Advisers, where he was a Portfolio Manager for 11 years. Prior to Atherton Lane, Todd spent 7 years at the Portola Group.
Todd holds a BS in Business Administration from California Polytechnic State University–San Luis Obispo.
Todd and his wife, Tara, live in Los Gatos. He has a passion for soccer and travel, and has been known to combine both on international excursions.
OUR TEAM
We work collaboratively to leverage the team’s proficiency in investments, tax, and planning so that our clients achieve their goals.
