Todd J. McDonald

Todd J. McDonald

CFA®, Director of Investment Strategy

Todd is the Director of Investment Strategy at Apexium Financial LP. Prior to joining Apexium, he spent 7 years as a member of the investment team at Wealthspire Advisors, a $10 Billion RIA, where he focused on portfolio construction and implementation, as well as macroeconomic research.

Previously, Todd was an analyst at a technology company that used proprietary artificial intelligence to deliver financial content and data solutions. In this role he worked with programmatic traders and portfolio managers across multiple asset classes to incorporate machine readable news into their investment processes.

Todd earned dual degrees in Finance and Economics at the University of Delaware. He is a Chartered Financial Analyst and a member of the CFA Society of New York.

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212.225.9500