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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sentinel Trust Company, LBA | Chief Investment Officer | Aug 2019 to Present | — |
| Athena Capital Advisors | Managing Director, Portfolio Management | Jan 2013 to Aug 2019 | — |
| Teknekron, LLC | Portfolio Manager | Jan 2011 to Jan 2013 | — |
| ICON Advisers | Portfolio Manager | Jan 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)
| Name | Role | Location |
|---|---|---|
D Devangi Thakkar | Vice President, Investment Performance and Reporting Manager | Houston, TX , United States |
| Vice President, Portfolio Manager | Houston, TX , United States | |
H Helen Qu (GFM) | Senior Investment Analyst | United States |
| Portfolio Manager-Private Assets, Vice President | Houston, TX , United States |
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| Name | Role | Fund | Location |
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P Peter Lodwick | Partner | Turtle Creek Wealth Advisors, LLC | TX , United States |