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About
Todd Sessums is an Associate at ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC (AGW Capital Advisors) in Tampa, FL, where he contributes to the firm's portfolio management and investment research efforts. His role encompasses evaluating investment opportunities and supporting the execution of client-focused strategies, with a particular concentration on U.S. equities and multi-asset class portfolios.
Prior to his current position, Todd advanced through several research roles at AGW Capital Advisors, most recently serving as a Senior Investment Analyst and previously as an Investment Analyst. Across these roles, he developed expertise in fundamental equity analysis, asset allocation, and multi-sector portfolio construction, enabling informed investment decisions for institutional and high-net-worth clients.
Todd holds a Master of Business Administration (MBA) and a Bachelor's degree in Logistics, Materials, and Supply Chain Management from Auburn University's Harbert College of Business, as well as the CIMA® certification from Yale School of Management. His technical acumen and academic achievements underpin his analytical approach to navigating equity, fixed income, and alternative assets, supporting thoughtful risk management and value-driven investment solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| AGW Capital Advisors | Associate | Apr 2025 to Present | — |
| AGW Capital Advisors | Senior Investment Analyst | Dec 2024 to Apr 2025 | — |
| AGW Capital Advisors | Investment Analyst | Aug 2023 to Dec 2024 | — |
| Raymond James | Assistant Vice President | Dec 2021 to Jul 2023 | — |
| Raymond James | ADP Analyst | Jun 2020 to Dec 2021 | — |
| Raymond James | Asset Management Services Intern | May 2019 to Aug 2019 | — |
Education
Auburn University Harbert College of Business
Master of Business Administration - MBA
2018 — 2019
Auburn University Harbert College of Business
Bachelor's degree, Logistics, Materials, and Supply Chain Management
2014 — 2018
Yale School of Management
CIMA® Certification Professional Education Program
H.B. Plant High School
High School
Skills & Expertise
Others at Annis Gardner Whiting Capital Advisors, LLC (7)
| Name | Role | Location |
|---|---|---|
P Paul Whiting | Principal | Tampa, FL , United States |
C Cfa® Cfp® | Principal | FL , United States |
C Cima® Cfa® P. J. Gardner Cfp® | Principal | FL , United States |
| Senior Investment Analyst | Tampa, FL , United States | |
| Principal | Tampa, FL , United States | |
| Investment Analyst | Tampa, FL , United States | |
| Senior Analyst | FL , United States |
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