Professional Summary

Professional Overview

Todd Huey is an experienced Investment Professional with a proven track record of success in the financial services industry. He leverages his expertise in investment strategy, portfolio management, and financial analysis to drive growth and create value for his clients.

Experience Summary

Current Role

As an Investment Professional at Shore Points Capital, Todd is responsible for conducting comprehensive market research, identifying investment opportunities, and developing customized investment strategies for the firm's clients. He collaborates closely with the management team to ensure the execution of successful investment portfolios while maintaining a keen focus on risk management and regulatory compliance.

Career Progression

Prior to his current role, Todd held several leadership positions in the finance and investment sectors. He served as the Vice President of Finance at Lakeshore Express Aviation, where he played a pivotal role in the company's financial planning, forecasting, and strategic decision-making processes. Earlier in his career, Todd was a Vice President and Associate at BellMark Partners LLC, contributing to the firm's investment portfolio management and client advisory services. He also gained valuable experience as an Associate at KeyBanc Capital Markets and BNP Paribas, where he honed his skills in financial analysis and investment research.

Academic Background

Todd holds a Bachelor's degree in Finance from a leading university, where he graduated with honors. His academic background has equipped him with a strong foundation in financial principles, investment theory, and quantitative analysis, which he leverages in his professional endeavors.

Areas of Expertise

• Investment strategy and portfolio management

• Financial analysis and market research

• Risk management and compliance

• Collaboration and client relationship management

• Strategic planning and decision-making

Professional Impact

Throughout his career, Todd has demonstrated a keen ability to identify and capitalize on investment opportunities, delivering consistent returns for his clients. He has played a pivotal role in the successful implementation of several strategic initiatives, contributing to the growth and profitability of the organizations he has been associated with. Todd's industry expertise, analytical prowess, and collaborative approach have earned him a reputation as a trusted advisor and valued member of the investment community.

Conclusion

With his extensive experience, strong academic credentials, and a passion for investment management, Todd Huey is well-equipped to continue driving success and value creation for his clients at Shore Points Capital. His proven track record, coupled with his commitment to professional development and innovative thinking, positions him as a valuable asset in the ever-evolving financial services landscape.