Todd serves as the Practice Director for Level Four® Wealth Management (“Level Four”), a division of Carr, Riggs & Ingram Capital, LLC. As Practice Director, he is a member of the Investment Committee, setting the strategic direction of the Capital Management group with an emphasis on investment platform and solution development to serve the firm’s high-net-worth and institutional clientele, including foundations, endowments, and other consultant-driven relationships. Todd employs a consultative approach to partnering with the firm’s financial advisors and select clients, combining a high degree of engagement while listening to clients describe their needs and what they hope to achieve with their investments. Todd ensures that as a firm, we implement comprehensive investment solutions, ranging from traditional investments to non-correlated alternative investments; all to align with each client’s short and long-term wealth goals.
Years of Experience
Loyola University New Orleans, Bachelor’s
Series 65–Uniform Investment Advisor