Todd Poellein

Todd Poellein, CFA

Senior Portfolio Manager

Todd Poellein, CFA, Senior Portfolio Manager, is responsible for meeting the investment and planning needs of HORAN Capital Advisors’ respective clientele. Todd’s experience with families, defined benefit plans, foundations and endowments is invaluable to HCA’s portfolio management team. He believes the key to investment success is to fully understand the client’s objectives and risk tolerance and then define both within an investment policy statement.

Todd managed over $800 million in assets for high net worth individuals, foundations, non-profits and corporations as a Vice President and Senior Portfolio Manager at Fifth Third Bank. In this role he also developed customized investment strategies for clients and documented these strategies within an investment policy statement.

Additionally, he served as an investment consultant for over 30 401(k) clients at Fifth Third Bank.

Todd also has significant experience in Accounting. He was a Senior Financial Analyst at a regional airline as well as at Fifth Third Bank. Additionally, Todd worked as a Senior Associate in the Audit & Business Advisory Services segment of PricewaterhouseCoopers.

Community / Education

  • Certified Financial Analyst Institute - Member
  • Certified Financial Analyst Society of Cincinnati - Member
  • CUSE Youth Soccer Coach
  • Indiana University – Bachelor of Science degree in Accounting with Honors
  • Chartered Financial Analyst (CFA)