Founder & Ceo
Current
Apr 2017 - Present
AeroLeads people directory · profile
Todd Wilson Email & Phone Number
Investment Management Professional - Impact Investing
at
Portola Creek Capital, LLC
1 work email found
@bnymellonwealthmanagement.com
6 phones found area 415, 212, 561, and 727
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Management Professional - Impact Investing
Location
San Francisco Bay Area, United States
Who is Todd Wilson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Todd Wilson is listed as Investment Management Professional - Impact Investing at Portola Creek Capital, LLC, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at bnymellonwealthmanagement.com, phone signal with area code 415, 212, 561, 727, and a matched LinkedIn profile for Todd Wilson.
Todd Wilson previously worked as Founder & CEO at Portola Creek Capital, Llc and President & COO at Grow Invest. Todd Wilson holds B.A., Economics from University Of California, Berkeley.
Company email context
Email format at Portola Creek Capital, LLC
This section adds company-level context without repeating Todd Wilson's masked contact details.
{first}.{last}@bnymellonwealthmanagement.com
86% confidence
AeroLeads found 1 current-domain work email signal for Todd Wilson. Compare company email patterns before reaching out.
Profile bio
About Todd Wilson
25+ years experience providing wealth management and investment counseling to individuals and families. Issues may include maximizing employee equity decisions, timing income realization and deductions, reviewing advisory board agreements and subscription documents for private investments, comprehensive decision analysis, and investment management.
Listed skills include Leadership, Auditing, International Business, Restructuring, and 43 others.
Current workplace
Todd Wilson's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Todd Wilson work experience
A career timeline built from the work history available for this profile.
President & Coo
Aug 2016 - Apr 2017
Vice President, Wealth Manager
Apr 2016 - Sep 2016
Portfolio Manager
Atherton Lane Advisers, Llc
Dec 2008 - Apr 2016
Financial Consultant
Sep 1998 - Dec 2008
1 education record
Todd Wilson education
-
University Of California, Berkeley
FAQ
Frequently asked questions about Todd Wilson
Quick answers generated from the profile data available on this page.
What company does Todd Wilson work for?
Todd Wilson works for Portola Creek Capital, LLC.
What is Todd Wilson's role at Portola Creek Capital, LLC?
Todd Wilson is listed as Investment Management Professional - Impact Investing at Portola Creek Capital, LLC.
What is Todd Wilson's email address?
AeroLeads has found 1 work email signal at @bnymellonwealthmanagement.com for Todd Wilson at Portola Creek Capital, LLC.
What is Todd Wilson's phone number?
AeroLeads has found 6 phone signal(s) with area code 415, 212, 561, 727 for Todd Wilson at Portola Creek Capital, LLC.
Where is Todd Wilson based?
Todd Wilson is based in San Francisco Bay Area, United States while working with Portola Creek Capital, LLC.
What companies has Todd Wilson worked for?
Todd Wilson has worked for Portola Creek Capital, Llc, Grow Invest, Bny Mellon Wealth Management, Atherton Lane Advisers, Llc, and Merrill Lynch.
How can I contact Todd Wilson?
You can use AeroLeads to view verified contact signals for Todd Wilson at Portola Creek Capital, LLC, including work email, phone, and LinkedIn data when available.
What schools did Todd Wilson attend?
Todd Wilson holds B.A., Economics from University Of California, Berkeley.
What skills is Todd Wilson known for?
Todd Wilson is listed with skills including Leadership, Auditing, International Business, Restructuring, Corporate Real Estate, Economics, Executive Management, and Leases.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial