Todd Millman* guides clients through all phases of the origination, marketing, and fundraising process for investment funds and mergers and acquisitions. He has more than 25 years of institutional equity and research experience from his time at investment banking and broker/dealer firms, as well as substantial fundraising experience.
Todd previously served in a strategy and client relations role at a Big Law firm. He was also a member of its Private Investment & Family Office Practice Group, where he focused on structuring traditional and alternative family office vehicles, management carry programs, key employee coinvest vehicles, and cash management systems to support the cash flow needs of families and their investment vehicles.
- University of Wisconsin–Madison, BA
- FINRA Series 7
- FINRA Series 24
- FINRA Series 63