Todd is an accomplished operating executive and entrepreneur, having served as Citigroup CFO for 5 years and as CEO of Citigroup’s $10 Billion Global Wealth Management division for 2.5 years. Todd is a leading practitioner on M&A and business strategy, having led the acquisition and strategy efforts for Citigroup and GE Capital, as well as serving as advisor to Fortune 500 firms while at Bain & Co., Booz Allen Hamilton, and Barents Group. He has extensive investing experience as CEO of Citigroup Alternative investments, Chairman of the Citi Pension investment Committee, Chairman of the Dynasty Investment Committee, and a member of the Investment Committees for the Davidson College and World Resources Institute endowments.
Just prior to joining Kairos, Todd has been Co-Founder and Chairman of Dynasty Financial Partners, the leading investment and technology platform for sophisticated independent advisors. Founded by Todd and his colleagues in 2010, Dynasty serves nearly 50 RIA firms nationally, with $50 billion under management. In addition to serving as Chairman, Todd has served in several operating roles since the firm’s founding, including Chairing the Investment Committee, serving as CIO, and designing and leading Dynasty Capital Strategies.
Todd received his MBA with Distinction from the Wharton School of Business and his BA in Economics from Davidson College.