Since 2004, Todd has been a principal at Schanel & Associates, where he specializes in financial planning, tax planning and consulting services. He also serves as Founding Principal and Director of Investment Advisory Services at Core Wealth Management, our sister company, where he leads an accomplished professional team offering independent and objective financial advice to help clients achieve their financial goals.
Todd’s previous professional experience includes four years as a consultant with KPMG in Washington DC, where he provided financial analysis, economic modeling and transaction advisory services for clients in the financial services arena. Todd has been a CFA Charterholder since 2005, and in 2007 he earned his Certified Financial Planner® designation and became a licensed CPA. In 2015, he earned the Certified Valuation Analyst (CVA) designation.
Todd holds an MBA from the Darden Graduate School of Business at the University of Virginia (2003) and a bachelor’s degree in economics with highest honors from the University of North Carolina at Chapel Hill (1997). He is a member of the CFA Society of South Florida, and was an adjunct professor at Palm Beach Atlantic University’s Rinker School of Business from 2010-2012.