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TB

Todd Burchett

Chief Investment Officer at Sentinel Trust Co. Lba

Houston, TX , United States

About

Todd Burchett is the Chief Investment Officer at Sentinel Trust Company, LBA, a $4.3 billion Houston-based multi-family office, where he oversees all aspects of investment strategy and process for the firm's national client base. As CIO, he is responsible for building and leading investment teams, as well as making both strategic and tactical asset allocation decisions across large, complex, multi-asset class portfolios that include public and private securities, real assets, hedge funds, fixed income, U.S. and global equities, mortgage-backed securities, MLPs, and gold portfolios.

Prior to joining Sentinel Trust in 2019, Todd Burchett was Managing Director at Athena Capital Advisors, where he co-led the portfolio management team for a $6 billion multi-family office serving primarily professional investors, managing relationships and portfolios across all asset classes, and serving as Chair of the Investment Steering Committee. His earlier roles include managing institutional-sized single-family office portfolios and mutual funds at Teknekron and ICON Advisers, where he specialized in quantitative value-oriented debt and equity funds, multi-strategy fund oversight, and advanced statistical portfolio construction.

Todd holds a BA in Economics from Stanford University, an MBA and MS from The Ohio State University, and an MA from the University of Mississippi. He is a CFA, FRM, and CAIA charterholder, reflecting deep expertise in investment management, risk management, and alternative investments. Todd is recognized for developing institutional-quality investment platforms for high-net-worth and multi-generational families, and for his collaborative leadership in highly complex investment environments.

Career History

OrganizationRoleDate RangeDetails
Sentinel Trust Company, LBAChief Investment OfficerAug 2019 to Present
Athena Capital AdvisorsManaging Director, Portfolio ManagementJan 2013 to Aug 2019
Teknekron, LLCPortfolio ManagerJan 2011 to Jan 2013
ICON AdvisersPortfolio ManagerJan 2005 to Jan 2010

Education

The Ohio State University

Master of Business Administration, Economics, Finance

2003 2005

Stanford University

Bachelor of Arts, Economics

1993 1997

Others at Sentinel Trust Co. Lba (4)

NameRoleLocation
D
Devangi Thakkar
Vice President, Investment Performance and Reporting ManagerHouston, TX , United States
Drew Nelson
Drew Nelson
Vice President, Portfolio ManagerHouston, TX , United States
H
Helen Qu (GFM)
Senior Investment AnalystUnited States
Ingrid Tang
Ingrid Tang
Portfolio Manager-Private Assets, Vice PresidentHouston, TX , United States

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