Todd Randall Walsh
Directeur Général chez Alpha Cubed Investments LLC
Profil
Mr. Todd R.
Walsh is a Chief Executive Officer & Chief Technical Analyst at Alpha Cubed Investments LLC.
He is also on the Investment Committee for Alpha Cubed Investments.
Mr. Walsh began his career in 1986 as a Registered Representative at E.F.
Hutton.
Prior to founding Alpha Cubed Investments, he was the Managing Member and Chief Investment Officer of his eponymously named firm, TRW Investments.
Mr. Walsh managed risk-and-style balanced investment portfolios for wealthy individuals, corporations, and retirement plans at E.F.
Hutton, and then subsequently at Paine Webber, Merrill Lynch, and LPL Financial Services.
He received his undergraduate degree from the University of California, Los Angeles.
Postes actifs de Todd Randall Walsh
| Sociétés | Poste | Début |
|---|---|---|
Alpha Cubed Investments LLC
 Alpha Cubed Investments LLC Investment ManagersFinance Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds). | Directeur Général | 01/01/2011 |
Anciens postes connus de Todd Randall Walsh
| Sociétés | Poste | Fin |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31/12/1996 |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Corporate Officer/Principal | 31/12/1993 |
TRW Investments LLC
 TRW Investments LLC Investment ManagersFinance TRW Investments LLC, also known as Alpha Cubed Investments, is an SEC-registered investment advisory company that offers a range of portfolios, including income, balanced, and growth portfolios, as well as custom portfolios. The private company is based in Los Angeles, CA. The company primarily utilizes individual stocks and bonds with some ETFs to manage their portfolios. | Corporate Officer/Principal | - |
| LPL FINANCIAL HOLDINGS INC. | Corporate Officer/Principal | - |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Corporate Officer/Principal | - |
Formation de Todd Randall Walsh
| University of California, Los Angeles | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| LPL FINANCIAL HOLDINGS INC. | Finance |
| Entreprise privées | 5 |
|---|---|
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
TRW Investments LLC
TRW Investments LLC Investment ManagersFinance TRW Investments LLC, also known as Alpha Cubed Investments, is an SEC-registered investment advisory company that offers a range of portfolios, including income, balanced, and growth portfolios, as well as custom portfolios. The private company is based in Los Angeles, CA. The company primarily utilizes individual stocks and bonds with some ETFs to manage their portfolios. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
Alpha Cubed Investments LLC
Alpha Cubed Investments LLC Investment ManagersFinance Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds). | Finance |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Finance |
