Experience
Makes all the difference
There has never been such a complicated array of investment choices. With Gordon's 40 plus years of continuous investment management experience, he can distill the financially complex into a clear and understandable investment strategy and deliver to his clients an appropriate investment management program. To do so, he has assembled a team to provide in depth financial analytics and superior client service.
Gordon has served on the boards of The Washington Ballet for 20 years, The Circumnavigators Club Foundation, of which he was President for 7 years, and other not-for-profit groups. In addition to the arts and travel he enjoys playing hockey, tennis, skiing, scuba diving and hiking.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Investments |
Washington, DC |
December 2008 - Present |
Morgan Stanley |
Senior Vice President, Senior Portfolio Manager & Wealth Advisor |
Washington, DC |
July 2001 - November 2008 |
Smith Barney & predecessor firms |
Vice President, Senior Portfolio Manager |
New York, NY |
January 1983 - July 2001 |
Shearson American Express |
Second Vice President |
New York, NY |
January 1979 - January 1983 |
Gordon B. Todd and Co. |
Chief Investment Officer |
New York, NY |
January 1975 - January 1979 |
Education
- M.B.A. Finance, Stern School, New York University - 1983
- B.A., French Literature, Vassar College - 1974
Licenses
- Series 7, 31, 63, 66 securities licenses
Registered States:
CA, CO, CT, DC, DE, FL, ID, IL, LA, MA, MD, ME, MN, NC, NJ, NY, OR, PA, SC, VA, VI, WA, WI, WV