Todd Poellein, CFA^®, Principal & Portfolio Manager, is responsible for meeting the investment and planning needs of HORAN Wealth’s clientele. Todd’s experience with families, defined benefit plans, foundations and endowments is invaluable to HORAN Wealth’s portfolio management team. He believes the key to investment success is to fully understand the client’s objectives and risk tolerance and then define both within an investment policy statement. Todd takes pride in using a proactive, level-headed approach to educate clients on current market events so they have a sense of peace knowing their investments are being monitored. 

• Chartered Financial Analyst Institute – Member
• Chartered Financial Analyst Society of Cincinnati – Member
• People Working Cooperatively - Investment Committee Member
• Scouts BSA Troop 112 & 1112 - Committee Member
• Dan Beard Council - 100 Kart Race Committee Member