Todd Dawes

Director of Portfolio Management @Certis Capital Management, Inc

Santa Barbara, CA, US
EMAILS
t•••@certiscapital.com
MOBILE NUMBERS
+14•••••••87

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WORK HISTORY

Aug 2014 — Present

Director of Portfolio Management @Certis Capital Management, Inc

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Santa Barbara, CA, US

Certis Capital Management is a Registered Investment Advisory firm founded in 2005 as a dedicated office for a family based in California’s Central Valley. Certis has since opened its doors to a small number of families who can benefit from the specialized services offered. The senior team members have decades of experience in equity and fixed income investment management, asset allocation, risk management, alternative and private equity investing, valuation, venture capital investing, real estate investment and analysis, insurance evaluation, estate planning, generational wealth transfer issues and accounting.

EDUCATION

N/A

Wayne State University

BA, Finance

1997 — 1999

University of Notre Dame

MBA, Finance

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