Todd Healy

Todd Healy Email and Phone Number

Experienced Leader @ Wealth Enhancement
Nashville, TN, US
Todd Healy's Location
Nashville Metropolitan Area, United States, United States
Todd Healy's Contact Details
About Todd Healy

As the Chief Operating Officer at Marcum Wealth, I lead the strategic and operational aspects of a unique registered investment advisor (RIA) that is affiliated with Marcum LLP, one of the nation's top accounting firms. I have over 25 years of experience in senior executive roles in the financial services industry, with a focus on operations, technology, mergers and compliance.My core competencies include Advisor searches, system searches, implementations, conversions, and operations transformation. I have launched de novo RIA offices with great success in multiple offices in multiple states. I have successfully launched and completed major global projects, such as the installation of an Investment Book of Record (IBOR) for UBS Asset Management and BMO Global Asset Management, using SimCorp Dimension and other platforms. I have also led multiple RFPs for new systems, delivering on-time and often under-budget results. I am adept at working with diverse teams of business experts, technology specialists, vendors, and consultants, as well as navigating the legal and regulatory aspects of the industry.My current mission is to grow and expand Marcum Wealth's presence and network across the country, especially in key markets such as Chicago, Boston, Los Angeles, Fort Lauderdale, and San Francisco. I am actively looking for talented and motivated financial advisors, associate advisors, or teams who want to join our innovative and collaborative RIA model and benefit from the access and support of Marcum LLP's top-notch CPAs. I am passionate about providing exceptional service and value to our clients and partners, and creating a culture of excellence and integrity.

Todd Healy's Current Company Details
Wealth Enhancement

Wealth Enhancement

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Experienced Leader
Nashville, TN, US
Todd Healy Work Experience Details
  • Wealth Enhancement
    Experienced Leader
    Wealth Enhancement
    Nashville, Tn, Us
    View
  • Marcum Wealth
    Chief Operating Officer
    Marcum Wealth Nov 2021 - Present
    Cleveland, Ohio, Us
    View
  • Southwestern Investment Group
    Chief Operations Officer
    Southwestern Investment Group May 2019 - Nov 2021
    Franklin, Tennessee, Us
    View
  • Ubs Asset Management
    Executive Director
    Ubs Asset Management Nov 2015 - Apr 2019
    Zurich, Ch
    View
  • Bmo Asset Management Corp.
    Vice President
    Bmo Asset Management Corp. Feb 2005 - Nov 2015
    Chicago, Illinois, Us
    View
  • M&I Investment Management Co.
    Vice President
    M&I Investment Management Co. Feb 2005 - Nov 2015
    Director of Performance Measurement, Investment Operations & Technology.
  • Washington County Wi
    County Board Of Supervisors
    Washington County Wi Jan 2009 - Apr 2012
    Hillsboro, Or, Us
    Washington County Wisconsin - District 29 SupervisorWashington County Finance Committee
    View
  • Mcdonnell Investment Management
    Performance Measurement Manager
    Mcdonnell Investment Management Sep 2002 - Feb 2005
    Oakbrook Terrace, Il, Us
    View
  • Faf Advisors
    Avp - Performance Measurement
    Faf Advisors 1993 - 2002
    Minneapolis, Minnesota, Us
    Now known as Nuveen
    View
  • Us Bank
    Avp
    Us Bank 1993 - 2002
    Minneapolis, Mn, Us
    AKA:First Asset ManagmentFirst American Asset ManagmentUS Bancorp Piper Jaffrey Asset ManagmentUS Bank Asset Management
    View

Todd Healy Skills

Asset Management Portfolio Management Bloomberg Investments Performance Measurement Financial Services Asset Managment Hedge Funds Investment Management Series 7 Wealth Management Securities Fixed Income Mutual Funds Equities Asset Allocation Financial Reporting Gips Portia Project Management Business Analysis Mentoring Bonds Trading Systems Alternative Investments Finance Investment Advisory Investment Strategies Relationship Management Settlement Conversions Institutional Factset Simcorp Dimension Wilshire Sma Project Implementation Ibor Wrap Accounts Public Speaking Financial Markets Trading Risk Management Back Office Equity Trading Valuation Analytics Management Aml Cfa

Todd Healy Education Details

  • Marquette University
    Marquette University
    International Business
  • Concordia University-St. Paul
    Concordia University-St. Paul
    Organizational Management & Communications

Frequently Asked Questions about Todd Healy

What company does Todd Healy work for?

Todd Healy works for Wealth Enhancement

What is Todd Healy's role at the current company?

Todd Healy's current role is Experienced Leader.

What is Todd Healy's email address?

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What is Todd Healy's direct phone number?

Todd Healy's direct phone number is +141467*****

What schools did Todd Healy attend?

Todd Healy attended Marquette University, Concordia University-St. Paul.

What skills is Todd Healy known for?

Todd Healy has skills like Asset Management, Portfolio Management, Bloomberg, Investments, Performance Measurement, Financial Services, Asset Managment, Hedge Funds, Investment Management, Series 7, Wealth Management, Securities.

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