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Todd leads the Registered Funds practice. In this role, he is responsible for strategy, operations and people management. His extensive portfolio includes serving as audit partner for a diverse range of entities, including registered funds, investment partnerships, private equity funds, investment advisors and broker-dealers.
Todd also has significant experience with complex financial instruments and complex capital structures, and has been involved with the initial startup of funds, ongoing operational and reporting issues, and fund reorganizations. He has worked closely with third-party service providers including fund administrators, fund accounting agents, custodians and transfer agents.
Todd graduated from Boston College and is a CPA and a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
How Todd is shaping the future with confidence
Todd shapes the future of the registered funds industry by bringing clarity, rigor and confidence to an increasingly complex landscape. He guides strategy, operations and people development with a forward‑looking mindset grounded in trust and collaboration. By building strong relationships across boards, advisors and service providers, Todd helps create a more transparent, innovative and confident future for investors, the industry and the broader financial ecosystem.
