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