Todd Ingwersen Email & Phone Number
Founder - Chief Investment Officer @ Savior Wealth
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Todd Ingwersen Location
- Wellesley, MA, US
Todd Ingwersen Work
- 2019 -now Founder - Chief Investment Officer @
- 2019 -now Founder, Managing Director and Chief Investment Officer @
- 2025 -now Chief Executive Officer @
- 2016 -2019 Managing Partner, Senior Wealth Management Advisor, Chief Investment Strategist @
- 2008 -2016 Senior Vice President - Wealth Management @
- 2008 -2016 Senior Portfolio Manager and Wealth Advisor @
- 2008 -2014 Sr. VP - Wealth Management @
- 1996 -2008 Senior Vice President - Investments @ The Harvest Group of Wachovia Securities
Todd Ingwersen Education
- Wharton Executive Education
(IMCA Certified Investment Management Analyst, Finance and Financial Management Services)
2010 - University of South Carolina
Bachelor's Degree (Bachelor's Degree, Marketing)
1991-1995
Todd Ingwersen Skills
- Wealth Management
- Investments
- Asset Allocation
- Financial Services
- Portfolio Management
- Investment Strategies
- Financial Planning
- Wealth
- Series 7
- Finance
- Certified Investment Management Analyst
- R
- Harvest
- Strategy
Todd Ingwersen Summary
- Todd Ingwersen, based in Wellesley, MA, US, is currently a Founder - Chief Investment Officer at Savior Wealth. Todd Ingwersen brings experience from previous roles at Savior Wealth, Malipo AI, The Harvest Group, Wealth Management, LLC and The Harvest Group of UBS Financial Services. Todd Ingwersen holds a Wharton Executive Education. With a robust skill set that includes Wealth Management, Investments, Asset Allocation, Financial Services, Portfolio Management and more. Todd Ingwersen has 5 emails and 1 mobile phone numbers on RocketReach.
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