Todd Bulot serves as the Level Four Asset Management Practice Director. As Practice Director, Todd leads the portfolio management team and sets the strategic direction of the Asset Management group. Prior to joining Level Four Advisory Services, Todd was Director and Senior Business Development Officer with Boston Private Wealth. Before joining Boston Private Wealth, he served as head of institutional business development and client service for Rushmore Investment Advisors, Inc., a Texas-based registered investment advisor.
Todd earned a Bachelor of Arts in Business Administration with an emphasis in Marketing from Loyola University – New Orleans and holds the Series 65 license with Level Four Advisory Services. Todd is not affiliated with LPL Financial.