Todd Dawes
Director of Portfolio Management @Certis Capital Management, Inc
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WORK HISTORY
Director of Portfolio Management @Certis Capital Management, Inc
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
Wayne State University
BA, Finance
University of Notre Dame
MBA, Finance
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