Todd Walsh is a wealth management financial advisor based in Costa Mesa, CA.

Todd manages risk-and-style-balanced investment portfolios for high-net-worth individuals, corporations, and retirement plans by combining fundamental analysis and technical analysis.

He started his career at EF Hutton in 1986. He then held positions at Paine Webber, Merrill Lynch, and LPL Financial Services. He founded Alpha Cubed Investments (ACI) in 2011 and joined CAPTRUST in 2026 when ACI joined the firm.

Todd earned his Bachelor of Arts degree in history from the University of California, Los Angeles.

Todd supports multiple charitable organizations such as the American Red Cross and local food banks in his community. In his free time, he enjoys skiing and spending quality time with his wife, five children and five grandchildren (and counting …).