Todd Jones Email & Phone Number
Chief Investment Officer, Proprietary Strategies @ Focus Partners Wealth
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Todd Jones Location
- Atlanta, GA, US
Todd Jones Work
- 2024 -now Chief Investment Officer, Proprietary Strategies @
- 2022 -now Member Board of Directors @
- 2020 -2025 Chief Investment Officer @
- 2010 -2020 Director - Investments @
- 2008 -2010 Portfolio Operations Manager @ Gratus Capital Management
- 2007 -2008 Portfolio Manager @
- 2005 -2007 Financial Advisor @ ML Stern & Co. LLC
- 2001 -2005 Infantry Officer, Captain @
Todd Jones Education
- Georgia State University - J. Mack Robinson College of Business 2009-2011
- James Madison University 1997-2001
Todd Jones Skills
- Portfolio Management
- Asset Allocation
- Investment Strategies
- Alternative Investments
- Hedge Funds
- Investments
- Series 7
- Asset Managment
- Mutual Funds
- Equities
- Fixed Income
- Asset Management
- Mergers & Acquisitions
- Investment Management
- Series 66
- CAIA
- Wealth Management
- Bloomberg
- 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 Georgia State University - J. Mack Robinson College of Business. With a robust skill set that includes Portfolio Management, Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds and more. Todd Jones has 4 emails and 3 mobile phone numbers on RocketReach.
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