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Profil
Mr. Todd B. Youngs, CFA MBA, is Associate Partner & Chief Investment Officer at Doyle Wealth Management, Inc. He is also a Senior Wealth Manager.
He has over 15 years of experience in the financial services industry.
Mr. Youngs began his career at Merrill Lynch as a Registered Client Associate.
From there, he went on to work at Franklin Templeton Investments, where he held various roles, the last of which was Senior Analyst in the Global Product Strategy group.
Most recently, Mr. Todd Youngs served as a Research Analyst with PricewaterhouseCoopers LLP.
He was awarded the Chartered Financial Analyst designation in 2011.
He is also a member of the CFA Institute and the CFA Tampa Bay Society.
He earned a dual MBA and MS in Finance from the John Sykes College of Business at the University of Tampa.
He completed his undergraduate work in Computer Science and Business Administration at Furman University in Greenville, SC.
Anciens postes connus de Todd Youngs
| Sociétés | Poste | Fin |
|---|---|---|
Doyle Wealth Management LLC
 Doyle Wealth Management LLC Investment ManagersFinance DWM selects individual stocks, bonds, ETFs and mutual funds to build a portfolio that is commensurate with the established goals, objectives and risk tolerance of the client. The firm uses a blended approach for selecting stocks, utilizing technical and fundamental analysis, as well as quantitative models to assess the relative financial strength, opportunity for growth, income potential and other factors pertaining to each security selected. | Directeur en chef des Investissements | 11/12/2023 |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Corporate Officer/Principal | - |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Formation de Todd Youngs
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Commercial Services |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry. | Finance |
The University of Tampa, Inc.
 The University of Tampa, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Doyle Wealth Management LLC
Doyle Wealth Management LLC Investment ManagersFinance DWM selects individual stocks, bonds, ETFs and mutual funds to build a portfolio that is commensurate with the established goals, objectives and risk tolerance of the client. The firm uses a blended approach for selecting stocks, utilizing technical and fundamental analysis, as well as quantitative models to assess the relative financial strength, opportunity for growth, income potential and other factors pertaining to each security selected. | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
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