Todd Glover, Cfa Email & Phone Number
@meederinvestment.com
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Who is Todd Glover, Cfa? Overview
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Todd Glover, Cfa is listed as Senior Portfolio Specialist at Meeder Investment Management, a with 108 employees, based in Columbus, Ohio Metropolitan Area, United States. AeroLeads shows a work email signal at meederinvestment.com and a matched LinkedIn profile for Todd Glover, Cfa.
Todd Glover, Cfa previously worked as Portfolio Specialist at Meeder Investment Management and Client Relations Associate at Gilliland Lee Financial Group, Inc.. Todd Glover, Cfa holds B.S., Finance from University Of Illinois At Chicago - College Of Business.
Email format at Meeder Investment Management
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AeroLeads found 1 current-domain work email signal for Todd Glover, Cfa. Compare company email patterns before reaching out.
About Todd Glover, Cfa
Investment professional with valued experience in investment consulting, research, and performance analysis.
Listed skills include Investment Performance, Analytical Skill, Planning, and Analysis.
Todd Glover, Cfa's current company
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Todd Glover, Cfa work experience
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Portfolio Specialist
Client Relations Associate
Provide portfolio recommendations and tax management strategies while modeling multiple financial planning and investment scenarios specific to clients' goals and needs.
Mortgage Analyst
Analyzed loan packages for completeness to ensure file met investor guidelines.
Director Of Research
Responsible for all aspects of the investment process including sourcing new investments, monitoring existing managers/investments as well as authoring and presenting due diligence reports to the Investment Committee and clients. Additionally, tasked with leading idea generation and strategic research for new investments, asset classes, and tactical investment opportunities with participation in client portfolio management and the construction, modeling and monitoring process.
Client Reporting Associate
Responsible for back office operations overseeing daily account reconciliation, monthly client reporting, tax reporting, and assistance with trading, portfolio rebalancing, and performance evaluation of current and prospective managers and funds for the Investment Committee.
Senior Investment Analyst
Conducted performance analysis and research for institutional defined benefit and defined contribution plans while analyzing multiple investment opportunities using proprietary screening models including risk-adjusted measurements, absolute risk, index comparisons, peer group rankings and performance attribution analysis.
Temporary Investment Data Conversion Analyst
Administered the conversion of portfolio performance histories from Advent Axys to Black Diamond while constructing spreadsheets of alternative investment transactions and valuations for uploading into Black Diamond.
Investment Performance Analyst
Monitored and evaluated investment performance of institutional portfolios up to $100M and high net worth portfolios up to $50M while assisting in the development and customization of diversified portfolios across multiple asset classes.
Client Services Intern
Executed daily transactions for clients’ self-directed IRA’s while initiating transfers and rollovers to obtain clients’ funds from all major mutual funds and financial advisors.
Colleagues at Meeder Investment Management
Other employees you can reach at meederinvestment.com. View company contacts for 108 employees →
Derek Stockman, Cfa
Colleague at Meeder Investment ManagementBirmingham, Michigan, United States
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SM
Sravanthi Ml
Colleague at Meeder Investment ManagementBothell, Washington, United States
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RB
Rachael Broyles
Colleague at Meeder Investment ManagementDublin, Ohio, United States
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BK
Brandon Kipp
Colleague at Meeder Investment ManagementPowell, Ohio, United States
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SM
Steve Mowry, Cfa
Colleague at Meeder Investment ManagementColumbus, Ohio, United States
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AA
Aaron Anthony
Colleague at Meeder Investment ManagementEnon, Ohio, United States
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SR
Sala Ron Sala
Colleague at Meeder Investment ManagementMarlton, New Jersey, United States
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SR
Shannon Regan
Colleague at Meeder Investment ManagementGreater Phoenix Area, United States
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TC
Tammi Campbell
Colleague at Meeder Investment ManagementColumbus, Ohio, United States
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GP
Gabe Phillips
Colleague at Meeder Investment ManagementColumbus, Ohio Metropolitan Area, United States
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Todd Glover, Cfa education
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University Of Illinois At Chicago - College Of Business
Frequently asked questions about Todd Glover, Cfa
Quick answers generated from the profile data available on this page.
What company does Todd Glover, Cfa work for?
Todd Glover, Cfa works for Meeder Investment Management.
What is Todd Glover, Cfa's role at Meeder Investment Management?
Todd Glover, Cfa is listed as Senior Portfolio Specialist at Meeder Investment Management.
What is Todd Glover, Cfa's email address?
AeroLeads has found 1 work email signal at @meederinvestment.com for Todd Glover, Cfa at Meeder Investment Management.
Where is Todd Glover, Cfa based?
Todd Glover, Cfa is based in Columbus, Ohio Metropolitan Area, United States while working with Meeder Investment Management.
What companies has Todd Glover, Cfa worked for?
Todd Glover, Cfa has worked for Meeder Investment Management, Gilliland Lee Financial Group, Inc., The Federal Savings Bank, Matrix Capital Advisors Llc, and Strategic Capital Investment Advisors.
Who are Todd Glover, Cfa's colleagues at Meeder Investment Management?
Todd Glover, Cfa's colleagues at Meeder Investment Management include Derek Stockman, Cfa, Sravanthi Ml, Rachael Broyles, Brandon Kipp, and Steve Mowry, Cfa.
How can I contact Todd Glover, Cfa?
You can use AeroLeads to view verified contact signals for Todd Glover, Cfa at Meeder Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Todd Glover, Cfa attend?
Todd Glover, Cfa holds B.S., Finance from University Of Illinois At Chicago - College Of Business.
What skills is Todd Glover, Cfa known for?
Todd Glover, Cfa is listed with skills including Investment Performance, Analytical Skill, Planning, and Analysis.
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