Todd is a senior vice president in Callan's Atlanta consulting office and is a shareholder of the firm.
Todd Carabasi, CFA, CAIA, is a senior vice president in Callan’s Atlanta consulting office. His responsibilities include supporting clients in the areas of performance evaluation, strategic planning and implementation, investment manager review, and the coordination of special client proposals and requests. Todd is a member of Callan’s Alternatives Review and Research Oversight committees and Callan’s Nonprofit Group. He is also a shareholder of the firm.
Prior to joining Callan in 2013, Todd worked at J.P. Morgan Private Bank, most recently as an analyst supporting a client base of high-net-worth individuals and families, small businesses, endowments, and foundations. In this role, he performed asset allocation analyses, prepared investment performance reviews, and interfaced with clients on a broad range of matters.
Todd graduated magna cum laude from the University of South Carolina with a BS in international business and finance (minor in German) and is a member of the University of South Carolina Alumni Association. He is a holder of the right to use the Chartered Financial Analyst® designation and the Chartered Alternative Investment Analyst designation. He is a member of CFA Institute and CFA Society Atlanta.