Curt is a native of Louisville, Kentucky, and a graduate of the University of Louisville where he earned a BS in Commerce in 1976. He also holds a Chartered Financial Analyst designation (1982). In 1978, Curt started his investment career with First Kentucky National as an equity analyst. In 1986, he moved to New York to manage mutual funds for Oppenheimer Management and later joined Lazard Freres Asset Management as a portfolio manager for Taft-Hartley and Corporate Accounts. Curt joined Capitoline Investment Services in 1991 as Vice President and Sr. Portfolio Manager. In 1993, he joined Executive Investment Advisors as Managing Director and Sr. Portfolio Manager. In 1996, Curt joined Todd Investment Advisors as a member of the equity management team and was made President of Todd Investment Advisors in January 2006. He now serves as President of Todd Asset Management. Curt is an active member of the Louisville Society of Financial Analysts and the CFA Institute.

Jack is a native of Long Island, New York. He received his BS in Finance from Boston College in 1982 and MBA from Baruch College in 1988. He holds a Chartered Financial Analyst designation (1999). Jack started his investment career in New York, working for Metropolitan Life Insurance Company as an equity analyst until 1987, then moved to Smith Barney where he was an equity strategist until 1994. Jack served as Director of Research for Wachovia Securities in Charlotte prior to joining Todd Investment Advisors in 2002 as a member of the equity management team. Jack is an active member of the Louisville Society of Financial Analysts, the CFA Institute, and a board member of the Kentucky Association for Corporate Growth.

Jack is a native of Louisville, Kentucky, and a graduate of the University of Louisville where he earned a BS in Business Administration. He also holds a Chartered Financial Analyst designation (1990). Jack started his investment career in 1983 with First Kentucky Trust as Portfolio Manager/Analyst and moved to Star Bank as Senior Portfolio Manager/Analyst. He later joined Mellon Private Asset Management as Vice President, Senior Portfolio Manager. Jack served as lead portfolio manager on the equity team of Fort Washington Investment Advisors, Inc., as Managing Director and Senior Portfolio Manager. He then moved to an affiliate, Todd Investment Advisors, in 2006 as a member of the equity management team. Jack is an active member of the Louisville Society of Financial Analysts and the CFA Institute.

Shaun is a native of Sellersburg, Indiana, and a graduate of the University of Louisville where he earned a BSBA in Finance in 2007 and a MBA with Distinction in 2009. He also holds a Chartered Financial Analyst designation (2014). Shaun started his investment career with Todd Investment Advisors as an intern in the summer of 2006 while earning his degree. He was hired as a research assistant in August 2007, promoted to Portfolio Manager in 2014, and made a partner in January 2018. Shaun is an active member of the CFA Society of Louisville and the CFA Institute.

Jeremy is a native of Lexington, Kentucky and a graduate of the University of Kentucky where he earned a BBA in Finance in 2010. He received his MBA with Distinction from the University of Louisville in 2017 and holds the Chartered Financial Analyst designation (2020). Jeremy began his career in banking before transitioning in 2012 to Hilliard Lyons, where he worked as an Associate Equity Research Analyst. He started with Todd Asset Management as a Research Analyst in October 2016.

Travis is a native of Memphis, Indiana, and a graduate of Indiana University Southeast where he earned a BSBA in finance in 2020, and both MBA and MSSF degrees (Master of Science in Strategic Finance) in 2023. He started his investment career with Todd Asset Management as an intern in the summer of 2019 and was hired as a research analyst in June 2020. Travis has passed CFA Exam Level 1.

John is a native of Louisville, Kentucky, and was a co-founder of Veredus Asset Management. Prior to helping form Veredus Asset Management in 1998, John was Vice President of Business Development for SMC Capital from 1994 to 1998. From 1983 to 1994 he was Director of Marketing at Humana, Inc. John holds a BA in Business Administration from the University of Kentucky. John is past president of Bridgehaven, a United Way Agency, and current Vice-President of the Louisville Chapter of the Society of St. Vincent de Paul.

Chris is a native of Toledo, Ohio and currently lives in Rocky River, Ohio. He graduated from the College of Business Administration at Ohio University in 1990 where he was involved in the Financial Management society. In 1990, Chris started his career with The Dexter Corporation, an East Coast based specialty materials manufacturer for the aerospace and medical marketplace, managing the Midwest region. In 1996, Chris transitioned to the financial industry as a Financial Consultant for Merrill Lynch, specializing in Managed Accounts and Advisory Services for the Private Client Group. Chris joined Todd Asset Management in 2003 to develop and grow the Separately Managed Accounts (SMA) and more recently the Unified Managed Accounts (UMA) business throughout the United States.

Monica is a native of Louisville, KY and holds an MBA from Bellarmine College. She joined Todd Asset Management in 2013 with over 14 years of financial industry experience. Starting her career at Providian Corporation in the Investor Relations department, Monica continued on this path after the company was acquired by AEGON NV. She subsequently joined AEGON's institutional product marketing department and then moved into technology project management.

Jamie is a native of Elizabethtown, Kentucky, and was a co-founder of Veredus Asset Management. Prior to helping form Veredus Asset Management in 1998, Jamie was a Trust Officer for Shelby County Trust Bank from 1993 to 1998. From 1991 to 1993, he was an Investment Accountant in the Treasury Finance Department of Blue Cross Blue Shield. Prior to 1991, Jamie was part of the Audit and Tax Departments of Arthur Anderson, as well as Tax Department for NTS Development. Jamie holds a BA in Accounting from Bellarmine College.

Jennie is a native of Louisville, Kentucky and began her investment career with Todd in 1977 as the receptionist. Jennie successfully worked her way through each facet of the company business and, in 1990, became the Chief Operating Officer. Jennie continues to serve as Secretary and Chief Operating Officer of the Firm.

Joe is a native of Louisville, Kentucky. He began his career with a local startup in early 2005 and through a company acquisition joined RFX Technologies later that year. While at RFX Joe lead and implemented many projects for Todd Investment Advisors and in 2010 he joined Todd Asset Management as Chief Technology Officer. Joe holds a BS in Information Technology from Sullivan University.

Tiffany is a native of Louisville, Kentucky. Tiffany began her investment career with Todd in 2007 as the receptionist before being promoted to Portfolio Assistant later that same year.

Kathy is a native of LaGrange, Kentucky. She was a founding partner of Veredus Asset Management. Prior to helping form VAM in 1998, she was an administrative assistant at SMC Capital, Inc. from 1993-1998. Other work experience includes MTI Technologies from 1989-1992 and Kentucky Farm Bureau Insurance Company from 1985-1989.

Nancy is a native of Louisville, Kentucky and joined Todd in 2002. Prior to joining the firm, she was a Human Resource Manager with TFE Group, and H.R. Manager for Louise’s. Nancy also worked at Winston Industries for 13 years in various positions, including Personnel Manager. She has an Associate degree from National College of Business.

Peggy is a native of Louisville, Kentucky, and began her investment career with Todd in 1980 as the receptionist. As the firm grew, Peggy took on more responsibilities which eventually led to her position as accountant.

Jeremy is a native of Pikeville, Kentucky and a graduate of the University of Kentucky where he earned a BA in Finance. He began his investment career in 1997 with J.C. Bradford & Co. as an Operations Manager. J.C. Bradford was later purchased by PaineWebber, who was then bought by UBS. Jeremy left UBS in September 2005 to join Todd Investment Advisors as Head Securities Trader.