Todd Simones is a skilled Chief Investment Officer (CIO) and former Investment Banker with extensive experience in Portfolio Management and Financial Consulting. He studied Political Science and Government at Montana State University and attended Carrabassett Valley Academy, where he honed his analytical and critical thinking skills. Simones has worked for several prestigious organizations, including Key Private Bank, Paulson Investment Company, LLC, Leader Capital Corp, and Franklin Templeton.
Early in his career, Simones worked as an intern at the Greater Yellowstone Coalition, where he learned about environmental concerns and became passionate about environmental sustainability. He later worked as an Environmental Consultant at Environmental Firms before transitioning to the financial industry. With his in-depth knowledge of finance and investment, Simones became an Advisor Consultant at Franklin Templeton, where he advised clients on investment strategies and portfolios. Simones later transitioned to the Investment Banking world, where he worked at Paulson Investment Company, LLC, and Leader Capital Corp, and then moved to Portfolio Management as a CIO, where he made investment decisions and managed portfolios for clients.
Today, Todd Simones is the Chief Investment Officer at Strategic Research Management (SRM) Advisors, where he leads the company's investment strategy and manages portfolios to maximize return on investment. He is a strategic thinker and financial advisor with an impressive track record of success, and his passion for environmental sustainability makes him an expert in socially responsible investing. Simones continues to use his knowledge and experience in finance to help his clients make informed investment decisions and achieve their financial goals.