Todd M. Bulot
Todd Bulot serves as an Institutional Client Advisor for Banyan Partners. In this role, he works closely with the institutional investment community, particularly consultant firms and intermediary/platform relationships, to facilitate the approval and distribution of Banyan’s custom portfolios.
Todd was Director of Institutional Marketing and Client Service with Rushmore Investment Advisors, Inc., a Texas-based registered investment advisor acquired by Banyan in 2013. Prior to joining Rushmore, he was with McKinley Capital Management supporting the Firm’s institutional marketing efforts.
Todd earned a Bachelor of Arts in Business Administration with an emphasis in Marketing from Loyola University – New Orleans, and is active in his community through participation on various boards and committees.
All Biographies
M

Clients