T O D D J. W A G E N B E R G, C I M A ®
Todd Wagenberg is co-founder and Managing Partner of Integrated. Todd is responsible for direct advisory and advocacy relationships with our clients, including affluent families, organizations and non-profits. He specializes in risk assessment, portfolio development, and performance monitoring.
“We help clients identify their liabilities and objectives. We work with their existing advisors to assemble a unique investment policy statement based on the identified objectives. This policy statement outlines the parameters for the client’s investment strategy. We monitor the strategies to confirm policy compliance and make appropriate adjustments as clients’ needs evolve. We are committed to be the very best stewards of our clients’ wealth.”
Prior to founding Integrated, Todd was Managing Director and Institutional Investment Consultant for Wells Fargo Advisors and its predecessors. Todd’s experience includes managing currency and interest rate risk for Chemical Bank and National Australia Bank in New York. He was a market maker on the Chicago Board Options Exchange. Todd brings over 30 years of investment consulting experience and a passion for risk assessment and risk management.
Todd is a member of the Michigan Association of Public Employee Retirement Systems (MAPERS). Todd is a Certified Investment Management Analyst® (CIMA®) professional. He is a member of Investments & Wealth Institute ™ and currently is serving on its board of directors. Todd and his wife, Sarah, reside in Sylvan Lake and are proud parents of Celia and Cort.
Todd holds a BGS from the University of Michigan and a MBA in Finance from Wayne State University.
Email: firstname.lastname@example.org • Phone: 248-385-2042