Blake Todd

Portfolio Manager-Equities at D.A. Davidson & Co. (Investment Management)

Finance

Consumer Services

Blake Todd active positions

Companies	Position	Start	End
D.A. Davidson & Co. (Investment Management) D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the investment management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a wholly owned subsidiary of D.A. Davidson Companies, a financial service holding company. DAD-IM provides professional money management services to a variety of individual and institutional clients.	Portfolio Manager-Equities	2006-11-30	-

Career history of Blake Todd

Former positions of Blake Todd

Companies	Position	Start	End
Two Oaks Investment Management LLC Two Oaks Investment Management LLC Investment ManagersFinance Two Oaks Investment Management LLC (TOIM) is an independent investment advisory firm headquartered in Fresno, California. The firm was founded by Blake Todd and Jarrett Perez in 2010. TOIM provides portfolio advisory services to investment companies.	Chief Executive Officer	2010-08-04	2021-04-30
	Founder	2010-08-04	2021-04-30
	Portfolio Manager-Equities	2010-08-04	2021-04-30
RBC Wealth Management RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.	Corporate Officer/Principal	2005-12-30	2005-12-30
Sutro & Co., Inc.	Corporate Officer/Principal	-	-
SBG Capital Management, Inc. SBG Capital Management, Inc. Investment ManagersFinance SBG Capital Management, Inc. is a registered investment advisor located in Pasadena, California	Portfolio Manager-Equities	-	-

Training of Blake Todd

University of California, Santa Cruz

Undergraduate Degree

Statistics

International

United States

Operational

Portfolio Manager-Equities	3
Corporate Officer/Principal	2
Chief Executive Officer	1

Sectoral

Finance	6
Consumer Services	2

Positions held

Active

Inactive

Listed companies

Private companies

Linked companies

Private companies	5
SBG Capital Management, Inc. SBG Capital Management, Inc. Investment ManagersFinance SBG Capital Management, Inc. is a registered investment advisor located in Pasadena, California	Finance
Sutro & Co., Inc.	Finance
RBC Wealth Management RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.	Finance
Two Oaks Investment Management LLC Two Oaks Investment Management LLC Investment ManagersFinance Two Oaks Investment Management LLC (TOIM) is an independent investment advisory firm headquartered in Fresno, California. The firm was founded by Blake Todd and Jarrett Perez in 2010. TOIM provides portfolio advisory services to investment companies.	Finance
D.A. Davidson & Co. (Investment Management) D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the investment management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a wholly owned subsidiary of D.A. Davidson Companies, a financial service holding company. DAD-IM provides professional money management services to a variety of individual and institutional clients.	Finance

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