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Todd Carbone CRPC®, CRPS®

Managing Partner, Senior Portfolio Manager, Rule 144 Consultant

Todd consistently strengthens his Team’s practice by being a cut above the typical investment advisors. Innovation is at the heart of his Team’s operations. Capital CS Group harnesses the power of advanced technologies and analytical tools to provide data-driven insights, real-time performance tracking, and robust risk management. Todd’s option trading expertise and low-cost margin solutions amplify investment potential and empower you to seize market opportunities effectively. Before joining the Capital CS Group, Todd was a Senior Vice President and a member of UBS Directors Club with over 20 years of industry experience. Todd earned his BS in Finance from Chapman University in Orange, California. Since graduating, he has worked with wealth management firms including Merrill Lynch, Morgan Stanley, and UBS.

As he gained experience and expertise, Todd discovered his natural talent for strategic portfolio management. His ability to assess clients’ financial objectives, risk tolerance, and time horizon enabled him to develop personalized investment plans tailored to each client’s unique needs. Todd’s strategic approach aimed not only at maximizing returns but also at mitigating risks in a volatile market.

One of Todd’s defining qualities is his ability to strike a balance between risk and reward in investment portfolios. He meticulously crafted option strategies to protect clients’ capital during market downturns while capitalizing on growth opportunities during upswings. This calculated approach earned him the trust and loyalty of his clients. Todd’s passion for educating his clients sets him apart as a truly exceptional investment advisor. He believes that informed clients can make more confident decisions about their financial future. There is nothing more rewarding to him than knowing that his clients are resting easier, thanks to his Team’s knowledge and strategic advice.

Todd has the designation of Chartered Retirement Planning Specialist, Chartered Retirement Planning Counselor, as well as his insurances license.  Outside of work, he loves surfing, deep sea, fresh water, and fly fishing.