Todd Hibner, CFA^®, Portfolio Manager, works with clients on their wealth planning and investment management needs. He has experience working with high-net-worth investors, institutional investors, and leading finance at a family-owned business. Todd believes that fully understanding the client's goals and risk tolerance is key to achieving investment success. He takes pride in simplifying complex financial topics, providing clients with peace of mind and reassurance that their investments are being carefully monitored.

Education:

Xavier University – Master of Business Administration

University of Cincinnati – Bachelor of Business Administration

Chartered Financial Advisor (CFA^®)

• Chartered Financial Analyst Institute – Member
• Chartered Financial Analyst Society of Cincinnati – Member