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Burchett’s role at Sentinel Trust?","Question",{"text":63,"@type":64},"He serves as Chief Investment Officer, Senior Managing Director, and shareholder. He is responsible for investment strategy and oversees teams across asset classes.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"Which certifications and credentials does he hold?",{"text":68,"@type":64},"He is a CFA charterholder and holds CAIA and FRM credentials. The profile lists CFA Institute (2009), CAIA (2009), and FRM via GARP (2007).",{"name":70,"@type":61,"acceptedAnswer":71},"What prior experience does the profile highlight?",{"text":72,"@type":64},"It describes nearly twenty years in wealth and portfolio management, including a $6B multi-family office and institutional portfolio management roles. 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Burchett, FRM, CAIA, CFA®  \nCHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR, SHAREHOLDER  \nPhone: 713.529.3729 | Email: [tburchett@sentineltrust.com](tburchett@sentineltrust.com)  \nService Areas  \nPublic Equities Hedge Funds Private Equity Fixed Income Personal Touch Investment Services  \nEducation  \nThe Ohio State University, MBA in Finance (2005)  \nThe Ohio State University, MS in Development Economics and Finance (2005)  \nUniversity of Mississippi, MA in Curriculum and Instruction (2001)  \nStanford University, BA in Economics (1997)  \nCertifications  \nCFA® charterholder, CFA Institute (2009)  \nChartered Alternative Investment Analyst (2009)  \nFinancial Risk Manager – Certified by the Global Association of Risk Professionals (2007)  \nAt Sentinel Trust, Todd is responsible for investment strategy, overseeing teams responsible for all asset classes, and making strategic and tactical allocation decisions across all portfolios.  \nTodd joined Sentinel Trust after gaining nearly twenty years of experience in wealth and portfolio management. Prior to joining Sentinel Trust in 2019, Todd served as a Managing Director of the Portfolio Management Team for a $6B multi-family office largely servicing professional investors. He also served asthe Chair of the Investment Steering Committee and as a voting Investment Committee Member. Prior to that role, Todd ran an institutional-sized single-family office on the West Coast and several mutual funds fora boutique investment firm in Colorado.  \nBefore entering the field of finance, Todd served as an AmeriCorps VISTA member and taught with the Mississippi Teacher Corps.  \nProfessional Background:  \n• Managing Director, Athena Capital Advisors, LLC, Lincoln, MA (2013–2019)  \nResponsibilities included co-leading a team of 13 investment and client service professionals in a multi-family office with $6 billion in assets under advisement; overseeing 13 distinct relationships totaling $2 billion including all aspects of investments, risk management, performance reporting, tax, estate, and insurance planning; and serving as Chair of the Investment Steering Committee which allocated resources for the 23-person Research team and on the Investment Committee which set strategic, tactical, and manager allocations across all client portfolios.  \n• Portfolio Manager, Teknekron, LLC, Incline Village, NV (2011–2013)  \nResponsibilities included managing direct and indirect investments across all asset classes for an institutional-sized single family office; executing due diligence for all investments and external managers; and creating and maintaining various portfolios including a non-guaranteed mortgage backed securities portfolio, a pure US equity portfolio, a MLP-focused portfolio, an in-house hedge fund of funds portfolio and a gold portfolio built with advanced statistical techniques.  \n• Associate and Investment Committee Member, Round Table Wealth Management, Westfield, NJ (2011)  \nResponsibilities included pioneering all facets of private Multi-Strategy Tactical Asset Fund;  \noverseeing $250 million in fixed income assets; and analyzing and providing client-specific recommendations on a variety of public and private assets for high-net-worth individuals and multi-  \n©2026 Sentinel Trust Company, LBA Al[l Rights Reserved | T 713.529.3729 |](l Rights Reserved | T 713.529.3729 | info@sentineltrust.com)[ info@sentineltrust.com](l Rights Reserved | T 713.529.3729 | info@sentineltrust.com) Page 1  \n[www.sentineltrust.com](www.sentineltrust.com)  \ngenerational families. Hired away by client to run their single-family office.  \n• Portfolio Manager and Investment Committee Member, ICON Advisers, Greenwood Village, CO (2005–2010)  \nResponsibilities included managing three quantitative value-oriented debt and equity funds, serving on the Investment Committee which oversaw the firm’s $6 billion in assets, and leading major improvements to the firm’s quan","cbCaioyMRGpkxD0Q","https://ap.wps.com/l/cbCaioyMRGpkxD0Q","pdf",678941,"English","# Service Areas\n## Public Equities\n## Hedge Funds\n## Private Equity\n## Fixed Income\n\n# Education\n# Certifications\n# Investment Responsibilities\n# Professional Background\n## Managing Director, Athena Capital Advisors\n## Portfolio Manager, Teknekron\n## Associate and Investment Committee Member, Round Table Wealth Management\n## Portfolio Manager and Investment Committee Member, ICON Advisers\n# Professional Organizations\n# Community Involvement","[{\"question\":\"What is Todd A. Burchett’s role at Sentinel Trust?\",\"answer\":\"He serves as Chief Investment Officer, Senior Managing Director, and shareholder. He is responsible for investment strategy and oversees teams across asset classes.\"},{\"question\":\"Which certifications and credentials does he hold?\",\"answer\":\"He is a CFA charterholder and holds CAIA and FRM credentials. The profile lists CFA Institute (2009), CAIA (2009), and FRM via GARP (2007).\"},{\"question\":\"What prior experience does the profile highlight?\",\"answer\":\"It describes nearly twenty years in wealth and portfolio management, including a $6B multi-family office and institutional portfolio management roles. It also references earlier service with AmeriCorps VISTA and teaching with the Mississippi Teacher Corps.\"}]","Todd A. Burchett - Investment Executive Profile | PDF"]