Todd Healy in

Todd Healy

Login to view DISC.
Experienced Leader at Wealth Enhancement
📍 Nashville Metropolitan Area, United States

As Chief Operating Officer at Marcum Wealth, Todd Healy leverages over 25 years of senior executive experience in financial services operations, technology, and compliance. Described by colleagues as insightful, approachable, and a great problem solver, he holds an MBA from Marquette University and specializes in operations transformation.

Todd has successfully launched de novo Registered Investment Advisor (RIA) offices in multiple offices across multiple states.

Read the full overview →
Experience
29 Years
Current Role
Experienced Leader
Job Level
Senior
Location
Nashville Metropolitan Area, United States
Personality Overview

How Todd shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Todd cares about

Operations Transformation
His core competencies include system searches, implementations, and conversions, with extensive experience transforming operations for financial services firms.
RIA Growth Strategy
He focuses on the strategic and operational aspects of growing a unique registered investment advisor (RIA) and has successfully launched new RIA offices in multiple states.
+4 more topics Login to view topics
Career

Work history

5-2025
Experienced Leader
Wealth Enhancement
11-2021 - 5-2025
Chief Operating Officer
Marcum Wealth
5-2019 - 11-2021
Chief Operations Officer
Southwestern Investment Group
11-2015 - 4-2019
Executive Director
UBS Asset Management
2-2005 - 11-2015
Vice President
BMO Asset Management Corp.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2007 - 2008
MBA
Marquette University
BA
Concordia University-St. Paul
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

LV
Lance Virgil
Operator
Potlatch
CD
Chris Dupuy
Manager
DUPUY TRUCKING LLC
MT
Michael Tee
Business Analyst
Non-Disclosure Agreement
 Vi Quang Khuu
Vi Quang Khuu
Senior Copywriter & Creative Planning
Sovico Group
Unlock the full playbookSee exactly how to sell to Todd. Free, 10 seconds.