Todd Eklund, CFA, CAIA
Todd has over a decade of high impact experience within financial services and investment management. He has helped to build, develop, operate, and support the capabilities and services working for some of the largest organizations in the RIA industry – most recently, at HighTower in New York, NY. Prior to HighTower Todd spent nearly 8 years at United Capital, a national RIA with $21 billion in advisory assets (In 2019, The Goldman Sachs Group, Inc. acquired United Capital).
At United Capital he served in a leadership role within the investment management team, working closely with colleagues and advisers utilizing the firm’s enterprise investment portfolios and resources. He has experience with due diligence, selection, and portfolio construction across a broad range of asset classes and in the areas of alternative investments. During his tenure at United Capital, Todd was also closely involved in the execution and integration of 60+ acquisitions of wealth advisory practices into United Capital via M&A transactions.
Over the course of his career he has held various positions including analyst, portfolio manager, vice president, and executive director. Prior to HighTower and United Capital, Todd began his career at Pacific Life in Newport Beach, CA.
He is a graduate of San Diego State University with a BA in Economics and minoring in Political Science. Todd holds several professional designations, including Chartered Financial Analyst (CFA), and Chartered Alternative Investment Analyst (CAIA).
Todd currently serves as Co-Chair for the Alternative Investments Group at CFA Society New York (CFANY), jointly co-leading the largest interest group across CFANY’s member community of ~ 12,000 investment professionals. He also serves as VP Education for CFANY Toastmasters. Toastmasters International is a non-profit educational organization that teaches public speaking and leadership skills through a worldwide network of clubs. Todd is also actively involved with, and has helped to lead educational programming and events for the Business Management and Private Wealth groups at CFA Society New York.
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