Forde Todd

Finance · Investment Research · Applied AI

I study businesses, markets, and the tools changing how investment decisions get made.

Finance major and AI minor at Sacred Heart University, graduating May 2027. [CONFIRM exact degree wording and graduation date before launch.]

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Sacred Heart University

Finance + AI

Graduating May 2027 [CONFIRM]

Experience in investments/private banking

  1. [CONFIRM][CONFIRM][CONFIRM city, state]

    [CONFIRM exact title]

    The Philadelphia Trust Company

    Investments and private-banking experience. [Replace with an employer-approved, public-safe scope sentence — see brief section 04 confidentiality rules.]

    • [Proof point 1 — specific, public-data-based, no confidential client or employer information]
    • [Proof point 2 — specific, public-data-based, no confidential client or employer information]
  2. [CONFIRM][CONFIRM][CONFIRM city, state]

    [CONFIRM exact title]

    Warren Avenue Investors

    [Replace with an employer-approved, public-safe scope sentence.]

    • [Proof point 1]
    • [Proof point 2]
  3. [CONFIRM]PresentSacred Heart University

    [CONFIRM campus leadership title]

    [Campus finance / AI organization]

    [Describe scope of leadership role.]

    • [Proof point 1]
    • [Proof point 2]

Media coverage

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Currently focused on

  • How AI changes junior-level investment workflows
  • Valuation and capital allocation in the space economy
  • The practical differences among wealth management, private banking, and investment banking

Last updated 2026-09-02

Let's talk

I'm always interested in conversations about investment banking, wealth and asset management, private equity, public markets, and applied AI in finance.

Disclosure

Independent educational work. Nothing on this site is investment advice.