Todd joined Certis as the firm’s Portfolio Director in August 2014. Todd leads the investment committee, oversees the implementation of the firm's due diligence process as well as directly sourcing and monitoring investments. Prior, Todd was a Senior Partner at Persimmon Capital Management, a multi-family office in suburban Philadelphia. While at Persimmon, Todd headed the firm's Investment Committee and was a Co-Portfolio Manager for their fund of funds investment products and separate account platform. Before joining Persimmon, Todd was Director of Research at Advisorport, Inc., a Turnkey Asset Management Provider serving the registered investment advisor industry. Todd holds a Bachelor

Todd Dawes
Managing Partner and Founder
Merus Advisors
United States, California, Santa Barbara
About Me
Profile Information
Managing Partner and Founder
Merus Advisors
Investment Team,Operations Team
Investor
Multi-Family Office
Santa Barbara
California
United States
Aug 9, 2025
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