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.