General Investing >> Money Manager Interviews >> August 21, 2014

Developing Portfolio Themes Through Top-Down Analysis

Todd, Walter B.
Walter B. Todd, III, a Principal of Greenwood Capital Associates, LLC, joined the firm in February 2002 and serves as Chief Investment Officer. In addition to these responsibilities, he serves as a portfolio manager and stock analyst. Prior to joining Greenwood Capital, he served as an investment banking associate at Lehman Brothers Global Real Estate Group in New York. He has also worked as an analyst for First Union Capital Markets Group in Charlotte. Mr. Todd received his undergraduate degree in business administration from Washington and Lee University, where, upon graduation, he was awarded a Fulbright Scholarship. Mr. Todd earned his MBA in finance from the Wharton School, where he graduated as a Palmer Scholar in May 1999. Profile
TWST: Can you begin with an introduction to Greenwood Capital and tell us a bit about your role there as well as the investment products that the firm offers?

Mr. Todd: Greenwood