Todd Young

Senior Equity Analyst and Portfolio Manager

Todd Young is a eficient expert, working in Echelon Point Advisors on the position of Managing Director and Principal since 2017. This person gained professional experience in more than eight positions at various companies. Todd Young went to the Unc Kenan - Flagler Business School and was studying. Todd Young has these professional qualifications: Series 65. Raleigh, North Carolina is the city, where this professional was lastly known to settle. This person's phone and email are easily accessed through this website by request.
Name variants:
Todd Young
Last updated Jun 22, 2024

Contact Information

Last Update
Jun 25, 2022
Email
td**@msn.com, to**@uncbusiness.net
Location
Raleigh, NC
Company
Echelon Point Advisors

Workplace

Managing Director and Principal

Work History

Managing Director and Principal

Echelon Point Advisors provides independent, fundamental equity research analysis and business strategy consulting.
from 2017

Senior Equity Analyst and Portfolio Manager

1450 Raleigh Rd SUITE 300, Chapel Hill, NC 27517
from 2017

Investment Analyst and Portfolio Manager

4101 Lake Boone Trl SUITE 218, Raleigh, NC 27607
Fundamental investment analyst supporting the firm’s long-biased, concentrated portfolio (20-30 stocks) and its hedged buy-write strategy . Portfolio manager of the Focused Multi-Unit Strate...
2013 — 2016

Analyst

1 Bush St SUITE 400, San Francisco, CA 94104
Responsible for researching and analyzing equity holding for the RS Capital Appreciation Fund, a concentrated, growth at a reasonable price product that focused on high quality, advantaged b...
2010 — 2012

Senior Equity Analyst

22 west Washington St, Chicago, IL 60602
Independent investment research and investment management firm. Senior Equity Analyst Led 5-person business services team and served as lead analyst to cover education sector. TODD YOUNG...
2007 — 2010

Sales and Trading Summer Associate

100 north Tryon St, Charlotte, NC 28202
Rotated through Convertible Bond, Mortgage-Backed Securities, and Corporate Bond desks.
2006 — 2006

Account Executive

400 Regency Forest Dr SUITE 310, Cary, NC 27518
Recruitment firm, specializing in military veterans. Account Executive Developed relationships with corporate hiring managers to place former military personnel into leadership positions ...
2004 — 2005

Executive Officer, Anti Tank Platoon Leader, Rifle Platoon Leader

Second in command of a 92-man anti-tank infantry company. Managed logistics, budgeting, and maintenance of equipment valued at over $50 million. -Led over 150 combat patrols along the Afghan...
2000 — 2004

Occupations

Financial Broker
Portfolio Manager
Analyst
Executive
Chief Executive Officer
Professor
School Principal
Investment Analyst
Financial Analyst
Analysts
Corporate Executive
Chief Executive
School Administrator
Educational Manager

Skills

Financial Modeling
Equity Research
Equities
Mutual Funds
Analysis
Valuation
Business Valuation
Investments
Finance
Asset Managment
Portfolio Management
Bonds
Value Investing
Bloomberg
Financial Analysis
Asset Allocation
Equity Valuation
Transformational Leadership
Investment Management
Alternative Investments
Trading
Asset Management
Hedge Funds
Capital Markets
Financial Services

FAQs about Todd Young

What's the main profession of Todd Young?

Todd Young is a Senior Equity Analyst and Portfolio Manager.

What are the profession of Todd?

These person's professions are Financial Broker and Portfolio Manager

Where is Todd Young currently located?

Todd Young is located in Raleigh, North Carolina.

What is Todd Young's email?

Todd's email is td**@msn.com and to**@uncbusiness.net.

Where did Todd Young work?

The professional worked at Echelon Point Advisors, Franklin Street Partners.

Where has Todd Young studied?

Todd studied at the Unc Kenan - Flagler Business School.

Are there any certifications, that Todd Young has?

The professional received the following certifications: Series 65.

What is the industry that Todd Young worked in?

This professional works in Investment Management industry.
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