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WT

Walter Todd

President, Chief Investment Officer at Greenwood Capital Associates LLC

Greenwood, SC , United States

About

Walter B. Todd III serves as President and Chief Investment Officer at Greenwood Capital in Greenwood, SC, where he leads the firm's overall business strategy and investment philosophy. He manages diversified portfolios for institutional and private clients, focusing on large-cap U.S. equities with a particular overweight in healthcare, as well as significant exposure to consumer staples and real estate sectors.

Walter brings over two decades of investment experience, previously serving as an Investment Banking Associate at Lehman Brothers in the Global Real Estate Group and as an Analyst at First Union Capital Markets Group. At Greenwood Capital since 2002, he is recognized for his expertise in portfolio management, asset selection, and market analysis, having appeared as a commentator on networks including CNBC, Bloomberg, BBC, and Fox Business.

He holds an MBA in Finance from the Wharton School at the University of Pennsylvania (graduating as a Palmer Scholar) and a B.S. in Business Administration from Washington and Lee University, where he was awarded a Fulbright Scholarship. Walter is noted for his disciplined investment approach and thought leadership, contributing insights on diversification, market structure, and emerging sectors such as crypto and nuclear energy.

Career History

OrganizationRoleDate RangeDetails
Greenwood CapitalPresident, Chief Investment OfficerFeb 2002 to Present
Lehman BrothersAssociateJun 1999 to Jan 2002
First UnionAnalystSep 1994 to Jun 1997

Education

Wharton Business School

MBA, Finance

1997 1999

Washington and Lee University

B.S., Business Administration

1989 1993

Skills & Expertise

Alternative Investments
Asset Allocation
Investments
Asset Management
Equities
Financial Modeling
Portfolio Management
Private Equity
Hedge Funds
Investment Management
Valuation
Capital Markets
Investment Strategies
Equity Research
Fixed Income
ETFs
Due Diligence
Mergers & Acquisitions
Leadership
Sales
Strategic Planning
Customer Service
Mergers and Acquisitions
Analysis
Strategy
Microsoft Excel

Others at Greenwood Capital Associates LLC (2)

NameRoleLocation
Justin Bartanus
Justin Bartanus
Investment AssociateGreenville, SC , United States
Will Bond
Will Bond
Senior Trading ManagerGreenwood, SC , United States

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