

Todd Levy
Chief Investment Officer
Ingham Retirement Group
United States, Florida, Miami
About Me
Top-performing asset management professional with history of increasing bottom line through expert relationship building with corporate and high net worth clients. Performance-driven, goal-oriented leader offering thirteen years of success in investment management, consulting, relationship management, and team development. Outstanding knowledge of financial markets and proven strength in all facets of portfolio management, including technical, client facing, and selling. Talents for troubleshooting, creative problem resolution, process analysis, and high productivity, with a reassuring manner that inspires client trust. Achievement-oriented and motivated with excellent interpersonal skills t
Profile Information
Chief Investment Officer
Ingham Retirement Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Miami
Florida
United States
May 16, 2024
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