Todd Stephenson Jones
Chief Investment Officer at Gratus Capital LLC
Profile
Mr. Todd S.
Jones is a Chief Investment Officer at Gratus Capital LLC.
He leads the Investment Committee (IC) and is also a member of the firm’s Alternative Investment Committee.
His primary role is overseeing and leading the investment platform of Gratus , which encompasses strategies in equities, fixed income, derivatives, and alternative assets.
He received James Madison University – Bachelor’s degree in Finance and MBA from Georgia State University.
Todd Stephenson Jones active positions
| Companies | Position | Start |
|---|---|---|
Gratus Capital LLC
 Gratus Capital LLC Investment ManagersFinance Gratus Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Hank McLarty in 2006 as Gratus Capital Management LLC. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Gratus Capital provides investment management services on a discretionary and non-discretionary basis to individuals, families, high net worth individuals, retirement accounts, ERISA plans, charities, limited partnerships, and other businesses. They also serve as the investment manager of several private funds. | Chief Investment Officer | 2020-09-30 |
Former positions of Todd Stephenson Jones
| Companies | Position | End |
|---|---|---|
US Trust (Private Equity)
 US Trust (Private Equity) Investment ManagersFinance US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York. | Corporate Officer/Principal | - |
M. L. Stern & Co. LLC
 M. L. Stern & Co. LLC Investment ManagersFinance Founded in1980, M.L. Stern & Co. LLC is a registered investment adviser firm headquartered in Beverly Hills, California. The firm is a subsidiary of SWS Group, Inc. (NYSE: SWS). | Corporate Officer/Principal | 2007-06-30 |
| United States Army Reserve | Corporate Officer/Principal | 2005-05-31 |
Training of Todd Stephenson Jones
| Georgia State University | Masters Business Admin |
| James Madison University | Undergraduate Degree |
Experiences
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Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 4 |
|---|---|
Gratus Capital LLC
Gratus Capital LLC Investment ManagersFinance Gratus Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Hank McLarty in 2006 as Gratus Capital Management LLC. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Gratus Capital provides investment management services on a discretionary and non-discretionary basis to individuals, families, high net worth individuals, retirement accounts, ERISA plans, charities, limited partnerships, and other businesses. They also serve as the investment manager of several private funds. | Finance |
US Trust (Private Equity)
US Trust (Private Equity) Investment ManagersFinance US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York. | Finance |
M. L. Stern & Co. LLC
M. L. Stern & Co. LLC Investment ManagersFinance Founded in1980, M.L. Stern & Co. LLC is a registered investment adviser firm headquartered in Beverly Hills, California. The firm is a subsidiary of SWS Group, Inc. (NYSE: SWS). | Finance |
| United States Army Reserve | Government |
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