Todd Matheny, CAIA

Todd Matheny, CAIA, is the Head of Client Relations at Grandeur Peak Global Advisors, LLC, a position he has held since 2019. He is based in the Greater Salt Lake City area and plays a crucial role in managing client relationships and business development for the firm.23

Background and Experience

Before joining Grandeur Peak, Matheny worked at Welton Investment Partners, where he focused on client relations and business development. His professional background includes various roles that have equipped him with the skills necessary for his current position.24

Current Role

In his role at Grandeur Peak, Matheny is responsible for overseeing client communications and ensuring that client needs are met effectively. His expertise in investment strategies and client service contributes to the firm's commitment to providing high-quality investment advisory services.12

Matheny's professional credentials include the Chartered Alternative Investment Analyst (CAIA) designation, which underscores his expertise in alternative investments.3