Todd Marion, CRPC®
Senior Vice President
Mid-Atlantic Territory
Easterly Asset Management
Senior Vice President
Mid-Atlantic Territory
Easterly Asset Management
Todd is a Senior Vice President at Easterly Asset Management, responsible for building and maintaining Private Wealth relationships across the Mid-Atlantic.
He has over three decades of financial services experience, including 25 years with Oppenheimer Funds where he had experience selling Easterly’s newest fund manager Rochester Municipal, soon to be Easterly ROC Municipals. Todd is an experienced leader managing multibillion-dollar territories and building sales divisions.
Most recently Todd joined Easterly from FS Investments, where he focused on increasing his territory sales as Regional Director covering New York. Prior to that, he had spent time as the Senior Vice President of Distribution at Arrow Funds, implementing new strategies in the New York Metro Region and helping to communicate the closing and restructuring of three existing funds.
Todd earned a Bachelor of Science in History from Denison University and holds his FINRA Series 6, 7, 63, and 24 licenses, alongside a Chartered Retirement Planning Counselor designation. Todd previously served in the United States Marine Corps Reserves.