Todd Wilson

Chief Executive Officer

Todd Wilson - CEO & Investment Management in Values-Based Investing with ESG at Portola Creek Capital

Todd is the CEO of Portola Creek and leads the firm’s strategy, direction, and business planning. Todd has over 20 years of investment management experience.

Prior to founding Portola Creek, Todd was President and COO at a San Francisco-based fintech company focused on sustainable investments. Before that, Todd was a Vice President and Portfolio Manager at BNY Mellon. He was also a Portfolio Manager for eight years at Atherton Lane Advisers (a RIA acquired by BNY Mellon in 2016). Prior to joining Atherton Lane Advisors, Todd spent over ten years as a Financial Advisor at Merrill Lynch in San Francisco. Todd began his career at Aetna, designing and implementing employee benefit plans for mid-market companies located in Northern California.

Todd received a BA in Economics from the University of California at Berkeley, focusing on Investments and Econometrics.

On the weekends, Todd can usually be found in the mountains or near a body of water with his two young children.

Questions? Contact Todd:

Our Mission is to bring values and ethics to the way we see investments and portfolios.