Charles Todd Email
Managing Partner and Senior Portfolio Manager @ 1280 Financial Partners
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Charles Todd Location
- Fort Myers, FL, US
Charles Todd Work
- Managing Partner and Senior Portfolio Manager @ (May 2025 - Present)
- Senior Vice President Wealth Management, CFP® CIMA® @ (July 2006 - Present)
- Senior Vice President Wealth Management @ (July 2006 - Present)
- Senior Vice President Wealth Management @ (July 2006 - July 2006)
- Board of Directors @ Boys and Girls Club Lee County (January 2005 - May 2025)
- Senior Vice President Investments CFP CIMA @ (July 1980 - August 2006)
Charles Todd Education
- Indiana University Bloomington
BS (Business)
1976-1979 - Vincennes University
Associate (Business)
1974-1976
Charles Todd Skills
- Account Management
- Asset Management
- Business Analysis
- Certified Financial Planner
- Certified Investment Management Analyst
- Customer Service
- Equities
- Finance
- Financial Services
- Fixed Income
- Hold Series 7 License
- Investment Strategies
- Market Research
- Networking
- Portfolio Management
- Problem Solving
- Retirement Planning
- Risk Management
- Securities
- Strategic Financial Planning
- Strategy
- Wealth Management
Charles Todd Summary
- Charles Todd, based in Fort Myers, FL, US, is currently a Managing Partner and Senior Portfolio Manager at 1280 Financial Partners. Charles Todd brings experience from previous roles at UBS and Boys and Girls Club Lee County. Charles Todd holds a 1976 - 1979 BS in Business @ Indiana University Bloomington. With a robust skill set that includes Account Management, Asset Management, Business Analysis, Certified Financial Planner, Certified Investment Management Analyst and more. Charles Todd has 1 emails on RocketReach.
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