Author: Todd Ingwersen

Todd is a Managing Partner, a Certified Financial Planner™ Practitioner, CFP®, a Certified Investment Management Analyst, CIMA®, and the Chief Investment Officer. As the Chief Investment Officer and CIMA®, Todd’s role is to design, execute and monitor discretion-based investment strategies. He obtained his CIMA® certification through the Wharton School of Business (University of Pennsylvania). Todd is currently enrolled in the Chartered Market Technician (CMT) Program through the Market Technicians Association. Todd adheres to the CFP® professional code of ethics and provides expert planning services. He graduated cum laude from the University of South Carolina, earning a B.S. in marketing, with a concentration in Spanish and management of information systems. He speaks Spanish fluently. He and his wife, Florencia, live in Charlestown, MA, with their daughters, Francesca and Olivia. They enjoy travelling, skiing, golfing and spending time with family. Florencia is originally from Uruguay, South America. They frequently visit her family in Punta del Este, Uruguay.