Todd Walklett, CFA, CFP^®

Todd plays two major roles at Covington. He serves as portfolio manager for affluent individuals and families, as well as medium-sized foundations and endowments. He also leads Covington’s financial planning activities, helping families harness their financial resources to achieve their broader life goals. Whether a client’s life is complex or simple, Todd helps them define a clear and actionable path forward.

Todd began his extensive career managing investments in 1991, when he joined Philadelphia-based SEI Investments as senior strategist and Head of U.S. Equities. He relocated to Pasadena, California in 1999 to serve as Senior Vice President, portfolio manager and analyst for Provident Investment Counsel. At Provident, Todd managed portfolios for some of the country’s largest pension and retirement plans, corporate accounts and financial services funds. He joined Covington in 2007.

Education and accreditations

• BS in Finance and Management Information Systems, University of Delaware
• Chartered Financial Analyst (CFA)
• Certified Financial Planner (CFP^®)

Professional associations

• CFA Society of Los Angeles, Member
• CFA Institute, Member

Community service

• Rose Bowl Legacy Foundation, Board Member
• Navigage Foundation, Board Member

Passion

Being actively involved in organizations important to his family and the Greater Pasadena community