Todd Kreitzman
Managing Director
Todd, an Accredited Investment Fiduciary (AIF®), has been a dedicated professional in the Financial Services Industry since 1987. His multifaceted background as a mutual fund accountant, financial planner, analyst, and institutional trader gives him a unique perspective on investments. Drawing from his experience working closely with mutual fund managers, Todd brings a keen focus on managing downside risk in income portfolios to protect client wealth. Outside of work, Todd and his college sweetheart, Angie, devote their time to raising their three sons, with much of their energy and care centered on supporting their son with autism.