J. Todd Lermitte
Partner, Senior Wealth Advisor at Persimmon Capital Management
- Role
- Partner, Senior Wealth Advisor at Persimmon Capital Management Llc
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About J. Todd Lermitte
Persimmon Capital Management focuses on delivering bespoke wealth management solutions…
Experience
Partner, Senior Wealth Advisor
Persimmon Capital Management Llc
Jul 2025 — Present · Philadelphia, PA, US
As a Senior Wealth Advisor, I view client wealth holistically and design/implement strategies to best help them reach their financial goals. Our teams commitment to individualized attention and low adviser-to-client ratios ensures unparalleled service, fostering long-term partnerships rooted in trust and financial success.
Education
James Madison University
Bachelor of Arts (B.A.)
Skills
- Golf Course Management
- Golf
- Club
- Sports Marketing
- Hospitality
- Hospitality Management
- Event Management
- Public Speaking
- Golf Courses
- Tournaments
- Sales
- Merchandising
- Event Planning
- Sports
- Golf Instruction
- Customer Service
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