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Todd Adam Burchett
Directeur en chef des Investissements chez
Sentinel Trust Co.
Profil
Mr. Todd A. Burchett is a Chief Investment Officer & Senior Managing Director at Sentinel Trust Co. He is on the Board of Directors at Sentinel Private Equity XVI Fund.
He is responsible for investment strategy, overseeing teams responsible for all asset classes, and making strategic and tactical allocation decisions across all portfolios.
He joined Sentinel Trust after gaining nearly twenty years of experience in wealth and portfolio management.
Prior to joining Sentinel Trust in 2019, he served as a Managing Director of the Portfolio Management Team for a $6B multi-family office largely servicing professional investors.
He also served as the Chair of the Investment Steering Committee and as a voting Investment Committee Member.
Prior to that role, he ran an institutional-sized single-family office on the West Coast and several mutual funds for a boutique investment firm in Colorado.
He received his undergraduate degree from Stanford University, a graduate degree from The Ohio State University and an MBA from The Ohio State University.
Postes actifs de Todd Adam Burchett
| Sociétés | Poste | Début |
|---|---|---|
Sentinel Trust Co.
 Sentinel Trust Co. Investment ManagersFinance Sentinel Trust believes strongly in diversification. Accordingly, they offer a full suite of traditional and alternative investments, including fixed income, domestic and international equities, private equity, and hedge funds. Their capabilities extend to management of family-specific assets like real estate, oil and gas, and closely-held businesses. The firm can accommodate preferences for socially responsible and impact investments. Sentinel Trust serves each family with a Senior Investment Advisor who designs an asset allocation and oversees implementation and monitoring in conjunction with the overall wealth plan. They structures investment activities with a multigenerational perspective, recognizing the different risk tolerances, return objectives, and tax postures of each family member or trust beneficiary. | Directeur en chef des Investissements | 15/09/2019 |
Sentinel Private Equity XVI Fund
 Sentinel Private Equity XVI Fund Investment ManagersFinance Functions as a private equity fund | Directeur/Membre du Conseil | - |
Anciens postes connus de Todd Adam Burchett
| Sociétés | Poste | Fin |
|---|---|---|
Fiduciary Trust International LLC
 Fiduciary Trust International LLC Investment ManagersFinance FTI’s core investment strategy is based on the endowment model, which structures fully diversified portfolios that focus on strong and sustainable risk-adjusted returns over a long-term investment horizon. The firm considers two broad factors to create an investment strategy and portfolio: client-specific investment objectives and overall market research. They implement asset allocation strategies with the use of a mix of alpha and beta instruments, such as long and short structures (i.e., hedge funds), active long-only managers, and passive investment vehicles. | Gestionnaire de Portefeuille-Actions | - |
Round Table Services LLC
 Round Table Services LLC Investment ManagersFinance RTWM primarily uses independent managers to implement investment recommendations and allocates assets across a broad range of investment categories and strategies which include equities, fixed income, alternative investments, real estate, private equity and other asset classes. The firm aims to achieve the desired level of diversification and to meet client objectives for risk and return. | Corporate Officer/Principal | - |
ICON Advisers, Inc.
 ICON Advisers, Inc. Investment ManagersFinance ICON uses a disciplined, objective, non-emotional methodology to identify industries and sectors that their methodology suggests are underpriced relative to the firm's calculation of intrinsic value. The firm offers a range of portfolio solutions including tactical allocation portfolios and strategy. Their investment style imposes no limits or restrictions on the market capitalization of its investments. | Analyst-Equity | - |
Formation de Todd Adam Burchett
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON uses a disciplined, objective, non-emotional methodology to identify industries and sectors that their methodology suggests are underpriced relative to the firm's calculation of intrinsic value. The firm offers a range of portfolio solutions including tactical allocation portfolios and strategy. Their investment style imposes no limits or restrictions on the market capitalization of its investments. | Finance |
Sentinel Trust Co.
Sentinel Trust Co. Investment ManagersFinance Sentinel Trust believes strongly in diversification. Accordingly, they offer a full suite of traditional and alternative investments, including fixed income, domestic and international equities, private equity, and hedge funds. Their capabilities extend to management of family-specific assets like real estate, oil and gas, and closely-held businesses. The firm can accommodate preferences for socially responsible and impact investments. Sentinel Trust serves each family with a Senior Investment Advisor who designs an asset allocation and oversees implementation and monitoring in conjunction with the overall wealth plan. They structures investment activities with a multigenerational perspective, recognizing the different risk tolerances, return objectives, and tax postures of each family member or trust beneficiary. | Finance |
Round Table Services LLC
Round Table Services LLC Investment ManagersFinance RTWM primarily uses independent managers to implement investment recommendations and allocates assets across a broad range of investment categories and strategies which include equities, fixed income, alternative investments, real estate, private equity and other asset classes. The firm aims to achieve the desired level of diversification and to meet client objectives for risk and return. | Finance |
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance FTI’s core investment strategy is based on the endowment model, which structures fully diversified portfolios that focus on strong and sustainable risk-adjusted returns over a long-term investment horizon. The firm considers two broad factors to create an investment strategy and portfolio: client-specific investment objectives and overall market research. They implement asset allocation strategies with the use of a mix of alpha and beta instruments, such as long and short structures (i.e., hedge funds), active long-only managers, and passive investment vehicles. | Finance |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sentinel Private Equity XVI Fund
Sentinel Private Equity XVI Fund Investment ManagersFinance Functions as a private equity fund | Finance |
