Principal & Portfolio Manager
Bio
Todd Poellein, CFA®, Principal & Portfolio Manager, is responsible for meeting the investment and planning needs of HORAN’s clientele. Todd’s experiences with families, defined benefit plans, foundations and endowments are invaluable to HORAN’s portfolio management team. He believes the key to investment success is to fully understand the client’s objectives and risk tolerance and then define both within an investment policy statement. Todd takes pride in using a proactive, level-headed approach to educate clients on current market events so they have a sense of peace knowing their investments are being monitored.
Areas of Expertise
Client Communication & Education
Securities Selection
Risk Management
Portfolio Construction
Community
- Chartered Financial Analyst Institute – Member
- Chartered Financial Analyst Society of Cincinnati – Member
- CUSE Youth Soccer Coach