Member Board of Directors @ (January 2022 - October 2025)
Chief Investment Officer @ (October 2020 - January 2025)
Director - Investments @ (October 2010 - October 2020)
Portfolio Operations Manager @ Gratus Capital Management (June 2008 - October 2010)
Portfolio Manager @ (September 2007 - June 2008)
Financial Advisor @ ML Stern & Co. LLC (August 2005 - July 2007)
Infantry Officer, Captain @ (May 2001 - June 2005)
Todd Jones Education
Georgia State University - J. Mack Robinson College of Business
MBA (Finance)
2009-2011
James Madison University
BBA (Finance)
1997-2001
Todd Jones Skills
Alternative Investments
Asset Allocation
Asset Management
Asset Managment
Bloomberg
Board Administration
Board Level
CAIA
Communication
Equities
Fixed Income
Hedge Funds
Investment Management
Investment Strategies
Investments
Mergers & Acquisitions
Mutual Funds
Performance Management
Portfolio Management
Series 66
Series 7
Team Building
Wealth Management
Strategic Planning
Strategy
Customer Service
Military
Management
Mergers and Acquisitions
Todd Jones Summary
Todd Jones, based in Atlanta, GA, US, is currently a Chief Investment Officer, Proprietary Strategies at Focus Partners Wealth. Todd Jones brings experience from previous roles at QumulusAI, Gratus Capital LLC and Gratus Capital Management. Todd Jones holds a 2009 - 2011 MBA in Finance @ Georgia State University - J. Mack Robinson College of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg and more. Todd Jones has 3 emails and 3 mobile phone numbers on RocketReach.
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