United States, Generalist
Global Executives with specialization in (1) Employer Transitions (2) Equity Concentration & Compensation (3) Agency Founder Exits (4) Small Public Company C-Suite Executives (5) Globally Mobile Executives.
Elite Wealth Management and Virtual Family Office Services
Global Executives over the age of 35 with assets and financial concerns, and might be looking to:
Usually accumulated investment and retirement assets of at least $750K or with an annual income of at least $300K with a portion coming from equity compensation. Significant private assets can also be a reason to seek us out. Wants to partner on their wealth planning and delegate their investment management to an expert, or align significant private assets into a into a portfolio, so they can spend more time on the things that matter most to them.
Assets under management (AUM) with minimums that include a specific amount of assets to be managed in each service package.
Todd Brundage, the Founder and President of Pacific Capital Works and a contributor on a radio show “Your Money,” jointly presented by The Wharton School of Business and Sirius XM. He has 20+ years of experience working with global executives and strategies, investments, wealth planning, capital markets and managing relationships all to maximize wealth. Prior to founding Pacific Capital Works Todd was Vice President of Institutional Sales at D.A. Davidson and Director of Capital Markets at the Robin’s Group, both institutional capital market groups focused on supporting institutional investment managers and C-suite executives in public companies. During Todd’s tenure he excelled at resolving problems within the market that can exist for small cap companies, executives who are heavily incentivized with equity within these companies and investment managers looking for specific investment opportunities. Todd’s knowledge of company fundamentals, trading, strategy and institutional relationships led to resolutions for these groups and renewed interest in the stocks improving valuations and liquidity. In 2007, Todd was recognized as one of the top 5 performing contributors within the United States for directing a $50m fund within Marshall Wace TOPS program, one of the larger hedge funds in Europe, who determined success by annual portfolio return. Todd began his post collegiate career as a US Army officer and was recognized for his distinguished service in the Gulf War. Todd earned a MBA from the Leeds School of Business at the University of Colorado, Boulder and a Bachelor of Science from the University of Oregon. Todd is also a Certified Financial Planner™ (CFP®), a Global Financial Planner (GFP - USA), a Chartered Financial Consultant® (ChFC®), a member of NAPFA and the Global Financial Planning Institute. Todd lives in Portland, Oregon with his wife, daughter and son.Contact this advisor