Blake Todd

Gestore di Portafoglio-Azioni presso D.A. Davidson & Co. (Investment Management)

Finance

Consumer Services

Profilo

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.

Posizioni attive di Blake Todd

Società	Posizione	Inizio
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.	Gestore di Portafoglio-Azioni	01/12/2006

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Precedenti posizioni note di Blake Todd

Società	Posizione	Fine
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.	Amministratore Delegato	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	Gestore di Portafoglio-Azioni	-

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Formazione di Blake Todd

University of California, Santa Cruz

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private	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

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