Todd Engelhardt serves as Regional Director of Investments for southwest Florida. He is responsible for Cumberland Advisors’ service to individuals, institutions, retirement plans, and government entities. Todd speaks at investment conferences and other events explaining Cumberland’s investment philosophy and portfolio options to individuals, financial advisors and institutional clients.
Prior to Cumberland, Todd held senior positions in distribution and marketing with FleetBoston, Manning & Napier Advisors, and Fifth Third. While at Fleet, Todd was responsible for developing the institutional asset management business for over a decade. He served as National Sales Director in Fleet’s Columbia Management Group subsidiary, with responsibility for Endowment and Foundation business development. Todd also assisted in Columbia’s integration of Boston-based Liberty Asset Management, as well as a host of smaller bank investment unit acquisitions. He began his career with the management information systems consulting practice of Arthur Andersen & Co. in New York City where he worked with financial services clients.
Todd received an MBA from Rensselaer Polytechnic Institute in 1984. He has over 30 years of investment management experience.