Todd R. Blickenstaff

Strategic Advisor at AdvisoryCloud

Todd R. Blickenstaff is an accomplished finance and investment professional with extensive experience in portfolio management and consulting. Currently serving as President and Program Coordinator at the American Association of Individual Investors since January 2019, Todd supervises the Portland, OR/SW Washington AII Chapter and oversees budget and board activities. As the Owner and CEO of BCM Ventures and Consulting since April 2016, consulting services are provided to numerous business owners and financial organizations. Prior roles include Vice President and Senior Investment Strategist at Wells Fargo Private Bank and Senior Portfolio Manager at U.S. Bank, where significant relationships with high net worth clients were developed. Todd holds multiple degrees, including an MBA from Portland State University and a Graduate Cannon Trust School certification in trust and estate planning.

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Portland, United States

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AdvisoryCloud

AdvisoryCloud is the leading digital platform for advisory work with 12,000+ advisors helping companies make smarter business decisions.


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51-200

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