Todd Asset Management, LLC
Address: 101 S 5th St # 3160, Louisville, KY 40202 Phone: (502) 585-3121Hours: : Website: : Place name: Category: : : : : Website: http://www.toddasset.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Todd Asset Management Posting publicly on the Web Write a review Reviews Be the first to review
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Todd Asset Management, LLC Employees
Todd Asset Management LLC October 2014 - Present
Todd Asset Management LLC August 2007 - September 2014
Education
University of Louisville 2007 — 2009
Master of Business Administration (M.B.A.)
University of Louisville 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Todd Asset Management LLC January 2010 - Present
Todd Asset Management LLC July 2006 - December 2009
Todd Asset Management LLC October 2005 - July 2006
Skills
Microsoft Office, Bloomberg Terminal, Morningstar, FactSet database, Financial Markets, Microsoft Excel
Education
Indiana University-Southeast 2014 — 2016
Master’s Degree, Master of Science in Strategic Finance (MSSF)
Indiana University-Southeast 2010 — 2012
Master of Business Administration (MBA)
University of Louisville 2001 — 2006
Bachelor’s Degree, Finance
Floyd Central High School 1998 — 2001
Todd Asset Management, LLC August 2002 - Present
Wachovia Securities 1994 - 2002
Morgan Stanley Smith Barney March 1987 - March 1994
Skills
Investments, Asset Management, Equities, Asset Allocation, Investment Strategies, Investment Management, Hedge Funds, Investment Advisory, Mutual Funds, Series 63, Wealth Management, Financial Modeling, Portfolio Management, Alternative Investments, Series 7
Education
Baruch College, City University of New York (CUNY) 1986 — 1988
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1979 — 1982
BS, Finance
Todd Asset Management LLC July 2001 - May 2014
Touchstone Investments 1998 - 2001
Prudential Securities, Inc. July 1996 - August 1998
The Chicago Corporation October 1991 - July 1996
Skills
Separately Managed..., Managed Accounts, Unified Managed Accounts, Investment Strategies, National Accounts, Series 7, Investments, Wealth Management, Series 63, ETFs, National Accounts Sales, Mutual Funds, Asset Management, Asset Allocation, Investment Advisory, Consultative Selling, New Business Development, Managing Accounts, Portfolio Management, Equities, Finance, Alternative Investments, Financial Advisory
Education
Ohio University 1985 — 1990
Bachelor's Degree, Communications
Todd Asset Management, LLC 2013 - Present
Todd-Veredus Asset Management LLC February 2010 - December 2012
JPM Advisors, LLC August 2009 - January 2010
Deutsche Asset Management January 2006 - January 2009
AIG Global Investment Group 2004 - 2005
Mellon Equity Associates 1995 - 2003
Public Employee's Retirement System of Mississippi 1986 - 1996
Skills
Hedge Funds, Asset Allocation, Private Equity, Fund Of Funds, Investment Strategies, Alternative Investments, Derivatives, Mergers & Acquisitions, Emerging Markets, Valuation, Investment Advisory, Financial Structuring, Retirement, Equity Research, Bloomberg, Bonds, Capital Markets, Institutional..., Pension Funds, Series 63, Pensions, Wealth Management, Financial Markets, Securities, Due Diligence, Financial Services
Education
Mississippi College, MBA 1975 — 1977
MBA, Finance, General
University of Mississippi - School of Business Administration 1964 — 1969
BBA, Finance & bakingn
Todd Asset Management LLC 1996 - Present
Skills
Asset Management
Education
University of Louisville
Finance
Todd Asset Management LLC September 2005 - Present
UBS April 1997 - September 2005
Skills
Trading, Equity Trading, Equities, Investments, Asset Allocation, Operations Management, Asset Management, Investment Strategies, ADRs, Mutual Funds, Fixed Income, Wealth Management, Bloomberg, Options, ETFs, Bonds, Electronic Trading, Decision Making, Data Reconciliation, Soft Dollars
Education
University of Kentucky
Bachelor's degree, Finance