Todd Burchett, CFA, FRM, CAIA
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Senior Management, Impact Team, Portfolio Management

Todd Burchett, CFA, FRM, CAIA

Managing Director, Portfolio Management

AT ATHENA

As a Managing Director of the Portfolio Management Team, Todd is responsible for delivering investment advisory services including asset allocation, portfolio construction and other portfolio management-related services.  Todd is currently a voting member of the Athena Capital Investment Committee, has been a featured guest on TV shows including CNBC’s Closing Bell and Squawk Box, and has been featured in a number of business and investment publications including The New York Times, Institutional Investor and SmartMoney.

CAREER HISTORY

Previously, Todd served as the Portfolio Manager for Teknekron LLC, an institutional-sized single family office. At Teknekron, he oversaw both third-party managers and direct investments across the asset spectrum. Prior to Teknekron, Todd worked at multi-family office Round Table Services and also spent six years with ICON Advisers where he served as a Portfolio Manager and Research Analyst for several mutual funds.

EDUCATION
  • Master of Business Administration and Master of Science in Agricultural, Developmental and Environmental Economics from The Ohio State University
  • Bachelor of Arts in Economics from Stanford University
ACHIEVEMENTS AND POSTS
  • Chartered Financial Analyst (CFA) Charterholder
  • Financial Risk Manager (FRM)
  • Chartered Alternative Investment Analyst (CAIA)
  • Served for AmeriCorps VISTA, the Mississippi Teacher Corps, Save The Children, the Micro Enterprise Network Needed for Growth of Sustainability in South Africa, and the Heifer International Ambassador Council
EPIC

  • EXCELLENCE
  • PASSION
  • INTEGRITY
  • CARING