Managing Director/Portfolio Manager
Covington Capital Management
ASSETS UNDER MANAGEMENT: $252,920,992
At Covington Capital Management, Todd Walklett is Portfolio Manager, member of the Investment Committee as well as the Board of Directors. He is a Chartered Financial Analyst (CFA) charter holder and Certified Financial Planner (CFP) with over 25 years of portfolio management experience working with wealthy individuals, retirement plans, foundations and endowments.
Walklett is responsible for the analysis and recommendation of the firm’s investment in healthcare companies. He has the responsibility for assessing each client’s risk profile, developing account objectives and making direct security investments for client portfolios. In addition, he works closely with the client and the client’s professional team to ensure a highly coordinated, client-centric experience. His expertise and attention to detail greatly enhances each client's understanding of the critical factors affecting their financial needs and allows them to confidently enact and remain committed to a financial and investment plan.
For reprint and licensing requests for this article, CLICK HERE.