Todd W. Alexander
Todd Alexander’s primary responsibilities are to provide guidance to individual investors, families, and small business owners pursuing their financial goals by utilizing a customized objective-based wealth management process. His guidance is tailored to support individual needs, goals and desires with personalized top-tier financial strategies and professional portfolio management. He concentrates his focus on implementing strategies in the areas of asset allocation, growth & income production, as well as risk management strategies. Todd diligently monitors the progress of each plan, & investment portfolio he manages as well as conducts regularly scheduled portfolio reviews with his clients either in person or by phone. Todd is a graduate of Roberts Wesleyan College of Rochester and holds a Bachelor’s degree in Business Marketing with a specialization in Economics. While attending Roberts Wesleyan College, Todd competed on the NCAA Division II Men’s Golf Team. Being a Rochester native, he enjoys exploring all that the wonderful city has to offer, as well as spending time with friends and family.