Todd Wathey
Portfolio Manager & Partner at Hamrick Investment Counsel | Seattle, Washington, United States
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Todd Wathey serves as a Portfolio Manager and Partner at Hamrick Investment Counsel, where he leverages over 16 years of extensive experience in investment management to guide families and non-profit organizations in navigating their financial futures. His expertise encompasses a broad spectrum of financial services, from retirement planning to managing substantial institutional assets exceeding $1 billion. Todd’s role is pivotal in crafting tailored investment strategies that align with the unique goals and values of his clients, ensuring that their portfolios are not only optimized for performance but also reflective of their philanthropic missions and long-term objectives.
At Hamrick Investment Counsel, Todd is deeply involved in key projects that focus on socially responsible investing, allowing clients to align their financial goals with their ethical values. His proficiency in portfolio optimization, combined with advanced analytical tools such as Bloomberg Terminal and FactSet, enables him to deliver insightful market analysis and strategic recommendations. Todd’s commitment to professional mentoring also plays a crucial role in fostering a culture of continuous learning within the firm, empowering junior team members to develop their skills in wealth management and retirement income strategies.
By focusing on personalized service and comprehensive wealth management, Todd helps retirees and professionals alike to create sustainable financial plans that ensure their wealth lasts throughout their lifetime. His dedication to understanding the intricate needs of his clients, coupled with his strategic foresight, positions him as a trusted advisor in the ever-evolving landscape of investment management.
Portfolio Manager & Partner at Hamrick Investment Counsel in October 2011 to Present
Portfolio Manager at Pacific Portfolio in August 2008 to January 2012
Associate Portfolio Manager at Parametric Portfolio in February 2006 to August 2008
Portfolio Accountant at Parametric Portfolio in December 2004 to February 2006
Financial Advisor at axa advisors in January 2002 to January 2004
Director of Christian Education at Saint Matthew's Episcopal Church in January 2000 to January 2002
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Portfolio Management
Investment Strategies
Wealth Management
Tax Efficiency
Retirement Planning
Retirement Income Strategies
Bloomberg Terminal
FactSet
Portfolio Optimization
Professional Mentoring
Endowment Funds
Socially Responsible Investing
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Discover more about Hamrick Investment CounselWhat is Todd Wathey email address?
Email Todd Wathey at [email protected] and [email protected]. This email is the most updated Todd Wathey email found in 2026.
What is Todd Wathey phone number?
Todd Wathey phone number is +12063905884.
How to contact Todd Wathey?
To contact Todd Wathey send an email to [email protected] or [email protected]. If you want to call Todd Wathey try calling on +12063905884. (updated on October 31, 2024)
What company does Todd Wathey work for?
Todd Wathey works for Hamrick Investment Counsel
What is Todd Wathey's role at Hamrick Investment Counsel?
Todd Wathey is Portfolio Manager & Partner
What industry does Todd Wathey work in?
Todd Wathey works in the Investment Management industry.
Todd Wathey Email Addresses
Todd Wathey Phone Numbers
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