Todd J. Walklett, CFA, CFP®

Todd J. Walklett, CFA, CFP®

Managing Director

Todd is Portfolio Manager, member of the Investment Committee as well as the Board of Directors.  He holds the designations of  Chartered Financial Analyst (CFA) and holds the Certified Financial Planner (CFP®) certification. Todd has over 25 years of portfolio management experience working with wealthy individuals, retirement plans, foundations and endowments.

In 1991, Todd began his investment career in Philadelphia working for SEI Investments where he worked 9 years as Senior Strategist and Head of U.S. Equities.  He relocated to Pasadena, California in 1999 when he joined Provident Investment Counsel as a Senior Vice President, Portfolio Manager and Analyst where he was responsible for managing investment portfolios for some of the country’s largest pension and retirement plans, corporate accounts and financial services funds.  In 2005, Todd joined Live Oak Capital as a Senior Partner and in 2007 he joined Covington Capital Management where he currently works as a Managing Director.

Todd graduated from the University of Delaware with a BS in Business Administration in Finance and a minor in Management Information Systems.

Todd's history of community service includes affiliations with many Southern California institutions. He is a member of the CFA Society of Los Angeles, the CFA Institute, a member of the Board of Directors of the Rose Bowl Legacy Foundation, the Board of Directors of The First Tee of Greater Pasadena and the Board of Directors of Navigage Foundation.  He is a past member of the Board of Managers for the South Pasadena San Marino YMCA as well as the Ketchum YMCA.

What is the CFA and CFP®?

The CFA is a professional designation awarded by the CFA Institute (formerly AIMR) to investment and financial professionals after demonstrating competence and integrity of financial analysis. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis. Before becoming a CFA charterholder, you must have four years of qualified investment/financial career experience.

The Certified Financial Planner (CFP®) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP® Board) in the United States, and by 25 organizations affiliated with Financial Planning Standard Board (FPSB), the international owner of the CFP® mark outside the United States.

To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.