Todd Stankiewicz

Accolades

Forbes America's Top Next-Generation Wealth Advisors in 2018

  • Published on July 25, 2018. Rankings based on data as of March 31, 2018.

Forbes Best in State Next Generation Wealth Advisors in 2019.

  • Published on September 4, 2019. Rankings based on data as of March 31, 2019.

Todd Stankiewicz

CFP®, ChFC®, CMT®

President, CIO

Todd isn't just another investment professional; he represents the convergence of varied paths and a mission to redefine the wealth management landscape. Beginning his academic journey at Boston University, he synthesized compounds in science labs with aspirations for medical school. Yet, the world of finance beckoned, and he delved into bond trading and portfolio management, drawing upon the rigorous objective analysis and critical thinking instilled by his scientific training.

A momentous meeting with industry leaders, Steve Ruvituso and Julie Ackerman, in December 2005, set him on a course of professional evolution. Arming himself with an MBA from Quinnipiac University, Todd also earned coveted industry designations: Chartered Market Technician® (CMT), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Chartered Financial Consultant® (ChFC®).

Today, as the President and CIO of SYKON Capital, Todd's vision is clear: to revolutionize the client experience in wealth management. By harnessing the best of technology, understanding individual values, and utilizing insights from behavioral finance, he aims to craft portfolios that deeply resonate with individual behavioral preferences, going beyond traditional metrics.

Away from professional settings, Todd cherishes time spent with his wife, Liz, and their trio of children. The family also shares a profound love for the Beach, where they often unwind and create lasting memories. He is a self-proclaimed golf equipment fanatic and can explain nearly as much about the physics of golf club construction as he can about portfolio construction. Whether on the golf course, the ice hockey rink, or spearheading initiatives at SYKON, Todd's drive to innovate and inspire remains paramount.

Join Todd in this transformative journey, as he and his team at SYKON strive to integrate the best of business, science, and behavioral finance, challenging and elevating the wealth management status quo.

Accolades

Forbes America's Top Next-Generation Wealth Advisors in 2018

  • Published on July 25, 2018. Rankings based on data as of March 31, 2018.

Forbes Best in State Next Generation Wealth Advisors in 2019.

  • Published on September 4, 2019. Rankings based on data as of March 31, 2019.

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