Teamwork

Authentic Values. Relentless Determination.

Experienced and Accountable Owners

We are the owners of the firm. Our portfolio managers own a majority of the firm’s equity and are committed to remaining trusted partners for our clients.

We are inspired by the vision and courage of our founder, Bosworth Todd, to maintain an open, honest, collaborative culture—a family—on behalf of clients, advisors, consultants, our community and each other. A diligent, team approach to client service and product performance has fostered client partnerships that have endured. Our longest client relationship was formed more than 40 years ago.

We are “in it” together for the long term in pursuit of a single mission to uncover hidden value on behalf of those entrusting their assets to us.

Portfolio Management

We are a dynamic portfolio management team strengthened by an average industry experience of more than 30 years. Each member has a strong research background and operates from a solid general industry and company specific knowledge base. The team is seasoned and committed to adhering to our time-tested process. Personal involvement with clients is a core commitment with each portfolio manager. We strive individually and collectively to exceed client expectations.

Curtiss M. Scott, Jr. CFA

President, Chief Investment Officer and Partner

*41 years of industry experience, 23 years with the firm.

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John J. White, CFA

Senior Portfolio Manager and Partner

*36 years of industry experience, 17 years with the firm.

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John C. Holden, CFA

Senior Portfolio Manager and Partner

*36 years of industry experience, 13 years with the firm.

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Shaun C. Siers, CFA

Portfolio Manager and Partner

*12 years of industry experience, 12 years with the firm.

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Research

Our Intrinsic Value research analyst and portfolio managers are generalists and involved in all aspects of fundamental research and portfolio management. Each member has a strong research background and operates from a solid general industry and company specific knowledge base. Portfolio composition and weights are derived from bottom-up fundamental analysis favoring larger cap companies with good valuation, strong and improving fundamentals and a constructive technical backdrop.

Jeremy M. Roane

Research Analyst

9 years of industry experience, 3 years with the firm.

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Marketing

Our marketing team is focused on initiating and maintaining long-term client relationships by providing high quality solutions, relevant communications and responsive service. Our goal is to be a trusted client partner and investment community resource.

John S. Poole

Managing Director — Marketing, and Partner
jpoole@toddasset.com (502) 899-4088 25 years of industry experience, 21 years with the firm.
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Christopher A. Bennett

Marketing Director and Partner
cbennett@toddasset.com (502) 417-3042 23 years of industry experience, 16 years with the firm.
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Eddie B. Vandiver

Director, Public Funds Marketing
evandiver@toddasset.com (601) 594-9295 47 years of industry experience, 9 years with the firm.
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Monica L. Slyter

Manager, Marketing Services
mslyter@toddasset.com (502) 814-0104 21 years of industry experience, 6 years with the firm.
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Operations

Our operations team consists of Client Services, Trading, Compliance, Information Technology and Administrative components. Together, these team members drive our infrastructure goal of "best practices" when it comes to client support and reporting, securities trading, reconciliation, policies and procedures, systems, reporting and human resources.

James R. Jenkins

Chief Compliance & Financial Officer and Partner
jjenkins@toddasset.com (502) 899-4098 26 years of industry experience, 21 years with the firm.
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Jennifer J. Doss

Chief Operating Officer and Partner
jdoss@toddasset.com (502) 585-3121 42 years of industry experience, 36 years with the firm.
Read More

Joseph M. Ashbrook

Chief Technology Officer
14 years of industry experience, 9 years with the firm.
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Tiffany G. Bear

Portfolio Assistant
12 years of industry experience, 12 years with the firm.
Read More

Kathy L. Bell

Assistant Securities Trader
26 years of industry experience, 21 years with the firm.
Read More

Nancy J. Buckley

Assistant Securities Trader
17 years of industry experience, 17 years with the firm.
Read More

Colleen C. Hall

Assistant Securities Trader
3 years of industry experience, 3 years with the firm.
Read More

Kimberly C. Lendh

Receptionist
4 years with the firm.
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Peggy S. McCauley

Accountant
39 years of industry experience, 39 years with the firm.
Read More

Jeremy R. Riddle

Head Securities Trader
22 years of industry experience, 14 years with the firm.
Read More

* Firm experience combines time of Todd Asset Management LLC along with Todd Investment Advisors and its predecessor firms.

Portfolio Management

We are a dynamic portfolio management team strengthened by an average industry experience of more than 30 years. Each member has a strong research background and operates from a solid general industry and company specific knowledge base. The team is seasoned and committed to adhering to our time-tested process. Personal involvement with clients is a core commitment from each portfolio manager. We strive individually and collectively to exceed client expectations.

Curtiss M. Scott, Jr. CFA

President, Chief Investment Officer and Partner

*41 years of industry experience, 23 years with the firm.

Read More

John J. White, CFA

Senior Portfolio Manager and Partner

*36 years of industry experience, 17 years with the firm.

Read More

John C. Holden, CFA

Senior Portfolio Manager and Partner

*36 years of industry experience, 13 yearswith the firm.

Read More

Shaun C. Siers, CFA

Portfolio Manager and Partner

*12 years of industry experience, 12 years with the firm.

Read More

Research

Our Intrinsic Value research analyst and portfolio managers are generalists and involved in all aspects of fundamental research and portfolio management. Each member has a strong research background and operates from a solid general industry and company specific knowledge base. Portfolio composition and weights are derived from bottom-up fundamental analysis favoring larger cap companies with good valuation, strong and improving fundamentals and a constructive technical backdrop.

Jeremy M. Roane

Research Analyst

9 years of industry experience, 3 years with the firm.

Read More

Marketing

Our marketing sales and support teams are focused on initiating and maintaining long-term client relationships by providing high quality solutions, relevant communications and responsive service. Our goal is to be a trusted investment community resource and client partner.

John S. Poole

Managing Director, Marketing and Partner
jpoole@toddasset.com (502) 899-4088 25 years of industry experience, 21 years with the firm.
Read More

Christopher A. Bennett

Marketing Director and Partner
cbennett@toddasset.com (502) 417-3042 23 years of industry experience, 16 years with the firm.
Read More

Eddie B. Vandiver

Director, Public Funds Marketing
evandiver@toddasset.com (601) 594-9295 47 years of industry experience, 9 years with the firm.
Read More

Monica L. Slyter

Marketing Manager
mslyter@toddasset.com 21 years of industry experience, 6 years with the firm.
Read More

Operations

Our operations team consists of Client Services, Trading, Compliance, Information Technology and Administrative components. Together, these team members drive our infrastructure goal of "best practices" when it comes to client support and reporting, securities trading, reconciliation, policies and procedures, systems, reporting and human resources.

James R. Jenkins

Chief Compliance & Financial Officer and Partner
jjenkins@toddasset.com (502) 899-4098 26 years of industry experience, 21 years with the firm.
Read More

Jennifer J. Doss

Chief Operating Officer and Partner
jdoss@toddasset.com (502) 585-3121 42 years of industry experience, 36 years with the firm.
Read More

Joseph M. Ashbrook

Chief Technology Officer
14 years of industry experience, 9 years with the firm.
Read More

Tiffany G. Bear

Portfolio Assistant
12 years of industry experience, 12 years with the firm.
Read More

Kathy L. Bell

Assistant Securities Trader
26 years of industry experience, 21 years with the firm.
Read More

Nancy J. Buckley

Assistant Securities Trader
17 years of industry experience, 17 years with the firm.
Read More

Colleen C. Hall

Assistant Securities Trader
3 years of industry experience, 3 years with the firm.
Read More

Kimberly C. Lendh

Receptionist
4 years with the firm.
Read More

Peggy S. McCauley

Accountant
39 years of industry experience, 39 years with the firm.
Read More

Jeremy R. Riddle

Head Securities Trader
22 years of industry experience, 14 years with the firm.
Read More