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Todd Eklund
Executive Leader - Collaborator - Builder - ➤ Director at Klaas Financial & Board Member at CFA Society Madison
Todd Eklund is the Director of Portfolio Management at Klaas Financial Asset Advisors, LLC, a registered investment adviser based in Northern California. He is located in Citrus Heights, California, and is currently pursuing further education at the Kellogg School of Management at Northwestern University, where he is expected to graduate in 2025.1
Professional Background
Eklund has a robust background in finance and investment management. He holds several professional certifications, including:
- Chartered Financial Analyst (CFA), awarded in September 2012
- Chartered Alternative Investment Analyst (CAIA)
- Series 65 - Uniform Investment Adviser Law Exam from FINRA
In addition to his financial credentials, he has completed various leadership and communication training programs, enhancing his skills in influencing and empowering teams.1
Personal Information
As of 2024, Todd Eklund will be turning 38 years old. He has plans to relocate back to Sacramento, California, which indicates a potential shift in his personal or professional life.1
Overall, Eklund's combination of education, certifications, and leadership experience positions him as a knowledgeable figure in the field of asset management.
