Todd joined HB Wealth in January 2025 as a Principal after working with WMS Partners. He is a Managing Director, working with HB’s senior leadership to align growth priorities with the company’s overall mission and vision.
Prior to joining HB, Todd was CEO of WMS Partners, a multi-family office based in Baltimore, Maryland, that merged with HB Wealth in January of 2025. Before beginning his career in wealth management in 2019, Todd enjoyed a three-decade career in investment banking, holding senior positions across a variety of departments, including mergers & acquisitions, corporate finance, institutional sales & trading, and research. Todd began his career as an investment banker at Alex. Brown & Sons before joining Wells Fargo Securities as Head of Equity Capital Markets and ultimately assuming the role of Director of U.S. Equity Research. While at Wells, Todd was chairman of the firm’s equity transaction screening committee and a voting member of the firm’s equity underwriting commitment committee.
Todd graduated Phi Beta Kappa from Franklin & Marshall College and earned his MBA from the Wharton School of the University of Pennsylvania.