Todd Dawes

Todd Dawes General Information

Biography

Mr. Todd Dawes serves as Senior Vice President, Portfolio Director & Member of the Investment Committee at Certis Capital Management. He also serves as a President at Amet Partners. He joined Certis as the firm's Portfolio Director in August 2014. At Certis, he oversees the firm's due diligence process as well as directly sourcing and monitoring investments. As a senior fiduciary professional, his primary role as Portfolio Director is to ensure the matching of client goals and needs with innovative investment solutions. He holds responsibility for coordinating all aspects of portfolio construction, management, and administration. Certis' philosophy of fostering and bringing forth thoughtful, thorough, and effective investment analysis is shaped in our weekly Investment Committee sessions. He leads Certis' Investment Committee meetings and directs the research staff toward the fulfillment of client support and analytical agendas. Before Certis, he was a Senior Partner at Persimmon Capital Management, a multi-family office in suburban Philadelphia. At Persimmon he led the Investment Committee, oversaw the firm's investment operations, conducted due diligence on traditional and alternative investment products, and served as Portfolio Manager for the firm's multi-strategy fund of funds as well as its multi-advisor 40-Act mutual fund and managed account business. Before joining Persimmon, he was Director of Research at Advisorport, Inc., a Turnkey Asset Management Provider serving the registered investment advisor industry. He was Head of Advisorport's Investment Committee and led its due diligence process. he directed the firm's research staff and was instrumental in the launch and management of the firm's multi-strategy fund of funds investment products. He holds a Bachelor of Science in Finance from Wayne State University and an MBA in Finance from the University of Notre Dame Mendoza School of Business.