Blake Todd
Gestionnaire de Portefeuille-Actions chez D.A. Davidson & Co. (Investment Management)
Profil
Blake Tramill Todd is the founder of Two Oaks Investment Management LLC, which was founded in 2010.
He held the title of Portfolio Manager at Two Oaks Investment Management LLC from 2010 to 2021.
Currently, Mr. Todd is a Senior Vice President & Portfolio Manager at D.A.
Davidson & Co. (Investment Management) since 2006.
In his former positions, he was a Principal at Sutro & Co., Inc. and a Portfolio Manager at SBG Capital Management, Inc. He also served as a Branch Manager at RBC Wealth Management from 1998 to 2005.
Mr. Todd obtained his undergraduate degree from the University of California, Santa Cruz in 1977.
Postes actifs de Blake Todd
| Sociétés | Poste | Début |
|---|---|---|
D.A. Davidson & Co. (Investment Management)
 D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the investment management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a wholly owned subsidiary of D.A. Davidson Companies, a financial service holding company. DAD-IM provides professional money management services to a variety of individual and institutional clients. | Gestionnaire de Portefeuille-Actions | 01/12/2006 |
Anciens postes connus de Blake Todd
| Sociétés | Poste | Fin |
|---|---|---|
Two Oaks Investment Management LLC
 Two Oaks Investment Management LLC Investment ManagersFinance Two Oaks Investment Management LLC (TOIM) is an independent investment advisory firm headquartered in Fresno, California. The firm was founded by Blake Todd and Jarrett Perez in 2010. TOIM provides portfolio advisory services to investment companies. | Directeur Général | 01/05/2021 |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Corporate Officer/Principal | 31/12/2005 |
| Sutro & Co., Inc. | Corporate Officer/Principal | - |
SBG Capital Management, Inc.
 SBG Capital Management, Inc. Investment ManagersFinance SBG Capital Management, Inc. is a registered investment advisor located in Pasadena, California | Gestionnaire de Portefeuille-Actions | - |
Formation de Blake Todd
| University of California, Santa Cruz | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
SBG Capital Management, Inc.
SBG Capital Management, Inc. Investment ManagersFinance SBG Capital Management, Inc. is a registered investment advisor located in Pasadena, California | Finance |
| Sutro & Co., Inc. | Finance |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Finance |
Two Oaks Investment Management LLC
Two Oaks Investment Management LLC Investment ManagersFinance Two Oaks Investment Management LLC (TOIM) is an independent investment advisory firm headquartered in Fresno, California. The firm was founded by Blake Todd and Jarrett Perez in 2010. TOIM provides portfolio advisory services to investment companies. | Finance |
D.A. Davidson & Co. (Investment Management)
D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the investment management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a wholly owned subsidiary of D.A. Davidson Companies, a financial service holding company. DAD-IM provides professional money management services to a variety of individual and institutional clients. | Finance |
