Strives to help families reach their lifelong objectives.
Joined Lido: 2024
Homebase: Mequon, WI
Professional Focus: Todd specializes in working with family business owners and company executives to coordinate and integrate their investment, estate, insurance, and financial plans.
Professional Designations: Chartered Financial Analyst Charterholder
Education: B.A., Political Economy, Williams College; J.D., Georgetown University Law Center
Previous Work Highlights: He began his career working for the Central Intelligence Agency and the Federal court system. In the investment field since 1992, Todd previously worked for US Bancorp before bringing a team of professionals to Pegasus Partners’ predecessor firm Reinhart Partners in 2003. Prior to its partnership with Lido in 2024, Todd served as the Founder and CEO of Pegasus Partners, LLC.
Personal Facts: Todd has been on the board of First Stage Children’s Theatre and served as the Treasurer and Vice Chairman of the successful fundraising campaign for the Milwaukee Youth Arts Center. He was the Vice Chairman in charge of the 2008 U.S.G.A. Mid-Amateur Championship, 2011 U.S.G.A. Amateur Championship, 2017 U.S. Open, and the Chairman of the 2022 U.S.G.A. Mid-Amateur Championship. Todd and his wife Liz have three children, and he enjoys golf, travel, and history.
