Todd Bulot serves as the Asset Management Practice Director. As Practice Director, Todd is a member of the Level Four Capital Management Investment Committee and sets the strategic direction of the Capital Management group. Prior to joining Level Four Capital Management, Todd was Director and Senior Business Development Officer with Boston Private Wealth. Before joining Boston Private Wealth, he served as head of institutional business development and client service for Rushmore Investment Advisors, Inc., a Texas-based registered investment advisor.
Todd earned a Bachelor of Arts in Business Administration with an emphasis in Marketing from Loyola University – New Orleans and holds the FINRA Series 65 license.