Todd is a Vice President at Ocorian* in the Cayman Islands, where he provides fiduciary and specialized directorship services to a wide range of investment vehicles. He is a Member of the Cayman Islands Directors Association and a Registered Professional Director with the Cayman Islands Monetary Authority.
Todd has over 19 years’ experience in the public accounting and investment funds industries with a particular focus on fund services, specifically the regulatory framework of the Cayman Islands.
Todd has an extensive background in fund services, with first-hand experience working with AML compliance, client implementation, corporate services, fund accounting, shareholder services and global tax reporting.
Prior to joining Ocorian, Todd worked at Maitland Administration Limited for nearly twelve years in a range of progressively more senior management roles. Prior to that, Todd spent three years at Fortis Prime Fund Solutions, in the Cayman Islands, where he worked as a Fund Accountant. Todd began his career in accounting, spending four years at Deloitte.
Todd has worked with the some of the largest and most sophisticated managers and advisors across Europe and the Americas, building a client service focused background and a track record of high profile experience.
Todd earned his status as a Certified Public Accountant in 2007, is an Accredited Director under the Chartered Governance Institute of Canada and a Certified Anti-Money Laundering Specialist. He holds a Bachelor of Science in Business Administration with a concentration in Accounting from Sonoma State University in California.
*Estera prior to its merger with Ocorian in early 2020