Blake Todd

Portfolio Manager-Equities at D.A. Davidson & Co. (Investment Management)

Finance

Consumer Services

Profile

Blake Tramill Todd is the founder of Two Oaks Investment Management LLC, which was founded in 2010.
He held the title of Portfolio Manager at Two Oaks Investment Management LLC from 2010 to 2021.
Currently, Mr. Todd is a Senior Vice President & Portfolio Manager at D.A.
Davidson & Co. (Investment Management) since 2006.
In his former positions, he was a Principal at Sutro & Co., Inc. and a Portfolio Manager at SBG Capital Management, Inc. He also served as a Branch Manager at RBC Wealth Management from 1998 to 2005.
Mr. Todd obtained his undergraduate degree from the University of California, Santa Cruz in 1977.

Blake Todd active positions

Companies	Position	Start
D.A. Davidson & Co. (Investment Management) D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the asset management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm is a subsidiary of D.A. Davidson Companies, a financial service holding company. Founded in 1935, DAD-IM provides professional money management services to a variety of individual and institutional clients.	Portfolio Manager-Equities	01/12/2006

All active positions of Blake Todd

Former positions of Blake Todd

Companies	Position	End
Two Oaks Investment Management LLC Two Oaks Investment Management LLC Investment ManagersFinance Two Oaks Investment Management LLC (TOIM) is an independent investment advisory firm headquartered in Fresno, California. The firm was founded by Blake Todd and Jarrett Perez in 2010. TOIM provides portfolio advisory services to investment companies.	Chief Executive Officer	01/05/2021
RBC Wealth Management RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.	Corporate Officer/Principal	31/12/2005
Sutro & Co., Inc.	Corporate Officer/Principal	-
SBG Capital Management, Inc. SBG Capital Management, Inc. Investment ManagersFinance SBG Capital Management, Inc. is a registered investment advisor located in Pasadena, California	Portfolio Manager-Equities	-

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Training of Blake Todd

University of California, Santa Cruz

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

1st degree connections

1st degree companies

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Female

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Executives

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Linked companies

Private companies	5
Sutro & Co., Inc.	Finance
SBG Capital Management, Inc. SBG Capital Management, Inc. Investment ManagersFinance SBG Capital Management, Inc. is a registered investment advisor located in Pasadena, California	Finance
RBC Wealth Management RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.	Finance
Two Oaks Investment Management LLC Two Oaks Investment Management LLC Investment ManagersFinance Two Oaks Investment Management LLC (TOIM) is an independent investment advisory firm headquartered in Fresno, California. The firm was founded by Blake Todd and Jarrett Perez in 2010. TOIM provides portfolio advisory services to investment companies.	Finance
D.A. Davidson & Co. (Investment Management) D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the asset management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm is a subsidiary of D.A. Davidson Companies, a financial service holding company. Founded in 1935, DAD-IM provides professional money management services to a variety of individual and institutional clients.	Finance

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