J. Todd Lermitte
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J. Todd Lermitte Email & Phone Number

Partner, Senior Wealth Advisor at PERSIMMON CAPITAL MANAGEMENT L.P
Location: Greater Philadelphia, United States, United States 6 work roles 1 school
1 work email found @dakotawm.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email t****@dakotawm.com
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Current company
PERSIMMON CAPITAL MANAGEMENT L.P
Role
Partner, Senior Wealth Advisor
Location
Greater Philadelphia, United States, United States
Company size
28 employees

Who is J. Todd Lermitte? Overview

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Quick answer

J. Todd Lermitte is listed as Partner, Senior Wealth Advisor at PERSIMMON CAPITAL MANAGEMENT L.P, a company with 28 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at dakotawm.com and a matched LinkedIn profile for J. Todd Lermitte.

J. Todd Lermitte previously worked as Director, Senior Wealth Advisor at Dakota Wealth Management and Financial Advisor at Foundations Financial Partners. J. Todd Lermitte holds Bachelor Of Arts (B.A.), Psychology from James Madison University.

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*@dakotawm.com
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Profile bio

About J. Todd Lermitte

At Dakota Wealth Management, we are setting a new standard for the financial services industry with our thoughtfully designed investment portfolios and personalized wealth management services. As a Director, Senior Wealth Advisor, I look holistically at a clients financial picture and design/implement strategies to best help them achieve their financial goals. “Dakota” means friend and ally. We believe that an open, inspiring work environment that embraces intellectual creativity and enriches both employees and clients alike. Dakota is growing through acquisitions. As new wealth management firms and advisors join us, we work to achieve smooth integration into our elegantly designed infrastructure and culture. Our commitment to operational excellence translates into multi-generational wealth and success for our clients and partners. Learn more at www.dakotawm.comDakota Wealth, LLC (“Dakota”) is a registered investment advisor. Dakota provides investment advisory and related services for clients nationally. Dakota will maintain all applicable registration and licenses as required by the various states in which it conducts business.

Listed skills include Golf, Tournaments, Public Speaking, Golf Instruction, and 12 others.

Current workplace

J. Todd Lermitte's current company

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PERSIMMON CAPITAL MANAGEMENT L.P
Persimmon Capital Management L.P
Partner, Senior Wealth Advisor
Philadelphia, PA, US
Website
dakotawm.com
Employees
28
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6 roles

J. Todd Lermitte work experience

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Financial Advisor

Foundations Financial Partners

An integrated, holistic approach to financial planning is my core philosophy. It is the customized plan that informs the decisions to implement various investment and risk management solutions on an individualized basis. It is my belief that this is the best way to serve a client. Todd is a Registered Representative and Investment Advisor Representative.

Jan 2015 - Feb 2022

Pga Golf Professional

Manufacturers' Golf & Country Club
  • Play a key role in all customer needs with a specialty in product sales and golf event management.
  • Run 20+ corporate/charity golf events each year.
  • Responsible for increasing sales of one product line by 750% from 2008 to 2010.
  • Add to another sales line in 2013 that totaled over $200,000.
  • Provide exceptional customer service to over 350 members and their guests.
  • Interview, hire, train, and manage 7-10 employees per season.
Mar 2008 - Nov 2014

Golf Professional

Sandy Run Country Club
  • Introduced to the private country club world. I learned very quickly what is it to operate from a client first mindset and how to sell while providing the best in customer service.
  • Increased sales of one product line by 20 times over 2 years.
  • Run daily shop operations while assisting in all golf operations.
Mar 2005 - Dec 2007

Owner/Creative Director

Sos Advertising
  • Worked with a partner in all aspects of the startup of a successful advertising business. Wore many hats including developing and executing advertising campaigns for a diverse range of companies, hiring and managing.
  • Created the company and brand SOS Advertising
  • Involved in all business phases including -Business plan -Capitalization -Incorporation -Company growth
  • Responsible for creation and sales of advertising campaigns including -Print design -Promotional Products -Gorilla Marketing -Radio Commercials
  • Creation of www.golookon.com - A site that connects customers to local businesses and organizations - Created in 2001 before many know what the term to “Google” meant
Oct 2000 - Aug 2004
Team & coworkers

Colleagues at PERSIMMON CAPITAL MANAGEMENT L.P

Other employees you can reach at dakotawm.com. View company contacts for 28 employees →

CD Carol Donnelly Carol Donnelly Colleague at Persimmon Capital Management L.P Mansfield, Massachusetts, United States, United States View → MH Matthew Haddad Matthew Haddad Colleague at Persimmon Capital Management L.P Davidson, North Carolina, United States, United States View → BC Bridget Cunningham, Cima® Bridget Cunningham, Cima® Colleague at Persimmon Capital Management L.P Cazenovia, New York, United States, United States View → TC Tiffany Costa Tiffany Costa Colleague at Persimmon Capital Management L.P Delray Beach, Florida, United States, United States View → MS Madison Strahan, Fpqp®, Aif® Madison Strahan, Fpqp®, Aif® Colleague at Persimmon Capital Management L.P Akron, Ohio, United States, United States View → CB Chelsea Bentley Chelsea Bentley Colleague at Persimmon Capital Management L.P St Cloud, Minnesota, United States, United States View → SM Sandra M. Sandra M. Colleague at Persimmon Capital Management L.P Sartell, Minnesota, United States, United States View → DS Donald S Loveless Donald S Loveless Colleague at Persimmon Capital Management L.P Billings, Montana, United States, United States View → RS Robin Schaa, Cfp® Robin Schaa, Cfp® Colleague at Persimmon Capital Management L.P Sartell, Minnesota, United States, United States View → J“ Joshua “Josh” Crossman Joshua “Josh” Crossman Colleague at Persimmon Capital Management L.P Palm Beach Gardens, Florida, United States, United States View →
1 education record

J. Todd Lermitte education

FAQ

Frequently asked questions about J. Todd Lermitte

Quick answers generated from the profile data available on this page.

What company does J. Todd Lermitte work for?

J. Todd Lermitte works for PERSIMMON CAPITAL MANAGEMENT L.P.

What is J. Todd Lermitte's role at PERSIMMON CAPITAL MANAGEMENT L.P?

J. Todd Lermitte is listed as Partner, Senior Wealth Advisor at PERSIMMON CAPITAL MANAGEMENT L.P.

What is J. Todd Lermitte's email address?

AeroLeads has found 1 work email signal at @dakotawm.com for J. Todd Lermitte at PERSIMMON CAPITAL MANAGEMENT L.P.

Where is J. Todd Lermitte based?

J. Todd Lermitte is based in Greater Philadelphia, United States, United States while working with PERSIMMON CAPITAL MANAGEMENT L.P.

What companies has J. Todd Lermitte worked for?

J. Todd Lermitte has worked for Persimmon Capital Management L.P, Dakota Wealth Management, Foundations Financial Partners, Manufacturers' Golf & Country Club, and Sandy Run Country Club.

Who are J. Todd Lermitte's colleagues at PERSIMMON CAPITAL MANAGEMENT L.P?

J. Todd Lermitte's colleagues at PERSIMMON CAPITAL MANAGEMENT L.P include Carol Donnelly, Matthew Haddad, Bridget Cunningham, Cima®, Tiffany Costa, and Madison Strahan, Fpqp®, Aif®.

How can I contact J. Todd Lermitte?

You can use AeroLeads to view verified contact signals for J. Todd Lermitte at PERSIMMON CAPITAL MANAGEMENT L.P, including work email, phone, and LinkedIn data when available.

What schools did J. Todd Lermitte attend?

J. Todd Lermitte holds Bachelor Of Arts (B.A.), Psychology from James Madison University.

What skills is J. Todd Lermitte known for?

J. Todd Lermitte is listed with skills including Golf, Tournaments, Public Speaking, Golf Instruction, Event Planning, Event Management, Customer Service, and Hospitality.

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