Todd H. Sadwin, AIF®
Chief Operations Officer & Financial Planner
Todd H. Sadwin is the Chief Operations Officer and Financial Planner for Ivy Wealth Management. He started his financial services career in 1999 for GE Financial and today works with individuals, families and business owners to help them achieve their long-term financial goals through comprehensive financial planning. As the COO Todd is responsible for the day to day operations for Ivy Wealth Management.
Todd attended the University of Rhode Island where he majored in psychology. He currently holds the Accredited Investment Fiduciary® designation.
Todd resides in Cranston, Rhode Island with his wife, Bernadine and their children, Max and Zoe. He is also active in his community and does volunteer work for various worthy organizations.