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Walter Todd
President, Chief Investment Officer at Greenwood Capital Associates LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Greenwood Capital | President, Chief Investment Officer | Feb 2002 to Present | — |
| Lehman Brothers | Associate | Jun 1999 to Jan 2002 | — |
| First Union | Analyst | Sep 1994 to Jun 1997 | — |
Education
Wharton Business School
MBA, Finance
1997 — 1999
Washington and Lee University
B.S., Business Administration
1989 — 1993
Skills & Expertise
Others at Greenwood Capital Associates LLC (2)
| Name | Role | Location |
|---|---|---|
| Investment Associate | Greenville, SC , United States | |
| Senior Trading Manager | Greenwood, SC , United States |
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