Our Team

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.

Lal Echterhoff is the Senior Portfolio Manager with Level Four Capital Management and has over 25 years of experience in the finance industry, with more than 10 of those years focused exclusively in investment management. As Director of Equities, Lal manages the firm’s Equity Portfolios and is a member of the Level Four Capital Management Investment Committee.

Lal earned his Bachelor of Business Administration Finance from the University of North Texas. He is a CFA Charterholder and member of the CFA Institute.

Ray is Portfolio Manager with Level Four Capital Management and has over 13 years of investment management experience in the securities industry. Ray’s primary responsibility as Portfolio Manager is to oversee the firm’s Asset Allocation Strategic Portfolio. Ray is also a member of the Level Four Capital Management Investment Committee.

Ray received his Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill and his Associate Degree in Applied Science-Technology from Pitt Community College. He is a CFA Charter holder and member of the CFA Institute.

Michael is the Head Trader with Level Four Capital Management and serves as a member on the Level Four Capital Management investment committee. He is experienced in various trading capacities and joined Level Four in 2017. As the trader for the department, Michael manages trading and execution of the firm’s strategies and also provides research support to the portfolio management team.

Michael received his Bachelor of Science in Finance, with a minor in law and a concentration in Chinese from Bentley University in Waltham, Massachusetts. Michael holds his series 7, 57, 63 and 65 licenses.