Todd A. Kellerman
Todd Kellerman oversees the Family Endowment Partners Philadelphia office responsible for client service and reporting. Todd also works extensively within the firm’s Private Advisory Services group evaluating and monitoring private investments from inception through exit.
Previous Experience
Prior to joining Family Endowment Partners, Todd was Executive Vice President and Chief Financial Officer at a Philadelphia, Pennsylvania based wealth management firm. Previously, he was Senior Vice President and Chief Financial Officer at Direxion Funds, a Newton, Massachusetts based investment firm offering leveraged index and alternative investment strategies to registered investment advisors and institutional investors. At Direxion, Todd was responsible for building out the business and fund infrastructure, which supported growth in assets under management from $750 million to $3 billion across a range of distribution channels and product offerings. Previously, Todd was Vice President of Corporate Development at Raven Holdings, a private holding company providing advisory services and making principal investments in the investment management and insurance industries. At Raven, Todd was responsible for origination and due diligence of private investments. Prior to Raven, Todd worked at Arthur Andersen where he served as a management consultant and auditor to clients in the financial services industry.
Education
Todd earned his Bachelor’s Degree in Accounting from the University of Miami and his MBA from the FW Olin School of Business at Babson College. He is a Certified Public Accountant.
Todd and his wife live in Wayne, Pennsylvania with their two children.