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Todd Sessums

Todd Sessums

Associate at Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL , United States

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

OrganizationRoleDate RangeDetails
AGW Capital AdvisorsAssociateApr 2025 to Present
AGW Capital AdvisorsSenior Investment AnalystDec 2024 to Apr 2025
AGW Capital AdvisorsInvestment AnalystAug 2023 to Dec 2024
Raymond JamesAssistant Vice PresidentDec 2021 to Jul 2023
Raymond JamesADP AnalystJun 2020 to Dec 2021
Raymond JamesAsset Management Services InternMay 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

Leadership
Microsoft Office
Microsoft Word
Project Management
Research
Supply Chain Management
Communication
Microsoft Excel
Purchasing
Time Management
Strategic Sourcing
Customer Service
Strategic Planning
Microsoft PowerPoint

Others at Annis Gardner Whiting Capital Advisors, LLC (7)

NameRoleLocation
P
Paul Whiting
PrincipalTampa, FL , United States
C
Cfa® Cfp®
PrincipalFL , United States
C
Cima® Cfa® P. J. Gardner Cfp®
PrincipalFL , United States
Isaiah Scott
Isaiah Scott
Senior Investment AnalystTampa, FL , United States
Jay Annis
Jay Annis
PrincipalTampa, FL , United States
Rachel Toscano
Rachel Toscano
Investment AnalystTampa, FL , United States
Ray Charles
Ray Charles
Senior AnalystFL , United States

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