Todd Fungard joined FBMM as chief economist and director of investment analysis in 2019 and brought with him nearly 20 years of investment management experience. In his day-to-day, Todd’s responsible for portfolio oversight, which includes advising on appropriateness of third-party investment managers’ asset fees, diversification fees and products. He also performs in-depth private equity due diligence to highlight opportunities and risks.

Todd’s deep understanding of portfolio construction and investment analysis greatly benefits FBMM’s roster of clients. He graduated from La Salle University with a bachelor’s degree in finance and most recently served as chief investment officer at McQueen, Ball & Associates.