Mar 30, 2022
Prior to entering the wealth management industry, Todd Carey played professional baseball over eight seasons which makes him all too familiar with strategic planning, high achievement and high pressure environments. On this episode of Beyond the Balance Sheet, Todd discusses how the limelight on professional athletes has increased in the last decade and the importance of keeping your identity and career separate. Listen in as Arden and Todd talk about helping clients who struggle with mental health challenges and how the pandemic has changed his financial planning priorities.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCE LINKS
Website Show Notes Page - https://oconnorpg.com/podcasts/building-financial-resilience-with-todd-carey
BIO:
Todd Carey is no stranger to strategic planning, execution and dedication to helping others succeed. Prior to entering the wealth management industry, he played professional baseball over eight seasons with the Boston Red Sox, New York Mets and Los Angeles Dodgers. He brings that level of talent and commitment to UBS Boston Private Wealth Management, where he and partner, Joseph McKeever, provide advice and solutions to an exclusive group of affluent families, entrepreneurs and executives.
Additionally, as an Endowment & Foundation Consultant (EFC), Todd utilizes UBS' deep knowledge, resources and thought leadership to develop investment plans tailored to nonprofits.
Before joining UBS, Todd was an Executive Director and Senior Banker for six years at J.P. Morgan Private Bank in Boston. There he customized investment, lending, banking and estate planning advice for ultra and high net worth individuals and families. Prior to joining J.P. Morgan Private Bank, he was a Principal at Battery Ventures in Waltham, MA, for almost three years. Todd began his career in Private Wealth Management as an Investment Representative at Lehman Brothers in Boston, where he worked for five years.
Todd received his B.A. in Urban Studies from Brown University and his M.B.A in Finance from Bryant University, where he served on the Board of Trustees for nine years. Todd earned his Certified Investment Management Analyst (CIMA®) in 2007 and is an active member of the Investments & Wealth Institute. He and his wife, Trish, live in Lexington, MA and have two daughters.