At Sentinel Trust, Todd is responsible for investment strategy, overseeing teams responsible for all asset classes, and making strategic and tactical allocation decisions across all portfolios.
Todd joined Sentinel Trust after gaining nearly twenty years of experience in wealth and portfolio management. Prior to joining Sentinel Trust in 2019, Todd served as a Managing Director of the Portfolio Management Team for a $6B multi-family office largely servicing professional investors. He also served as the Chair of the Investment Steering Committee and as a voting Investment Committee Member. Prior to that role, Todd ran an institutional-sized single-family office on the West Coast and several mutual funds for a boutique investment firm in Colorado.
Before entering the field of finance, Todd served as an AmeriCorps VISTA member and taught with the Mississippi Teacher Corps.
Professional Background:
- Managing Director, Athena Capital Advisors, LLC, Lincoln, MA (2013–2019)
Responsibilities included co-leading a team of 13 investment and client service professionals in a multi-family office with $6 billion in assets under advisement; overseeing 13 distinct relationships totaling $2 billion including all aspects of investments, risk management, performance reporting, tax, estate, and insurance planning; and serving as Chair of the Investment Steering Committee which allocated resources for the 23-person Research team and on the Investment Committee which set strategic, tactical, and manager allocations across all client portfolios. - Portfolio Manager, Teknekron, LLC, Incline Village, NV (2011–2013)
Responsibilities included managing direct and indirect investments across all asset classes for an institutional-sized single family office; executing due diligence for all investments and external managers; and creating and maintaining various portfolios including a non-guaranteed mortgage backed securities portfolio, a pure US equity portfolio, a MLP-focused portfolio, an in-house hedge fund of funds portfolio and a gold portfolio built with advanced statistical techniques. - Associate and Investment Committee Member, Round Table Wealth Management, Westfield, NJ (2011)
Responsibilities included pioneering all facets of private Multi-Strategy Tactical Asset Fund; overseeing $250 million in fixed income assets; and analyzing and providing client-specific recommendations on a variety of public and private assets for high-net-worth individuals and multi-generational families. Hired away by client to run their single-family office. - Portfolio Manager and Investment Committee Member, ICON Advisers, Greenwood Village, CO (2005–2010)
Responsibilities included managing three quantitative value-oriented debt and equity funds, serving on the Investment Committee which oversaw the firm’s $6 billion in assets, and leading major improvements to the firm’s quantitative models and systems.
Professional Organizations:
- CFA Society of Houston, Member
- Global Association of Risk Professionals (GARP), Member
- Chartered Alternative Investment Analyst Association, Member
Community Involvement:
- Save The Children, Former Volunteer
- AmeriCorps VISTA, Former Volunteer
- Tahoe Women’s Service, Former Volunteer
- Mississippi Teacher Corps, Former Member
- Heifer International, Former Member of the Ambassador’s Council
- Parent Teacher Organization, Former Volunteer
2025 Q2 Review and Q3 Outlook
– The second quarter of 2025 was one of those quarters that likely confounded investors reading the daily news. Though counterfactual, we think it is likely that if investors were given the major Q2 geopolitical headlines at the end of Q1, they would have lost money despite this clairvoyance.
– Economic, monetary, and geopolitical uncertainty indices all reached thirty-year highs. The US contended with headlines around “Liberation Day” and the ensuing fourth worst two-day percentage loss for stocks in modern history. Civil unrest and political violence continued. Consumer pessimism, inflation expectations, and auto and credit card delinquencies all approached record highs. Outside the US, the war in Ukraine escalated, the war in Gaza continued, the US and Israel attacked Iranian nuclear facilities, and world leaders warned a Chinese attack on Taiwan “could be imminent.”
– Yet despite this barrage of worrisome headlines and heightened uncertainty, investors were rewarded for standing pat and taking risks. We are proceeding with a bit of added caution, but think Q2 is a classic example of why investors should remain unemotional, stick close to long-term targets and avoid the pitfalls of betting jointly on markets and geopolitics.
The Bad, Ugly and Good of President Trump’s Tariffs
The Bad, Ugly and Good of President Trump’s Tariffs by Todd Burchett on April 7, 2025. Please read the full text below or download the PDF version. Executive Summary Five years ago, we watched as President Trump made the difficult decision to shut down the economy as the coronavirus spread. Last Wednesday afternoon on “Liberation…
President Trump’s First Three Weeks
Todd Burchett and Sentinel Trust’s Investment team share their outlook for 2025.
2025 Outlook
Todd Burchett and Sentinel Trust’s Investment team share their outlook for 2025.