About
Forde Todd
I'm a finance major with a minor in Artificial Intelligence at Sacred Heart University, graduating in May 2027. I'm interested in how investors understand businesses, allocate capital, and communicate decisions — and in how AI can make research faster without weakening judgment. My experience includes an investments and private-banking internship at The Philadelphia Trust Company and earlier finance experience at Warren Avenue Investors. I'm pursuing opportunities in investment banking, wealth and asset management, private equity, and related analytical roles.
Last updated 2026-09-02
Experience
Summer 2026Philadelphia, PA
Investments / Private Banking Intern
The Philadelphia Trust Company
Supported investment research and private-banking work through company analysis, sector research, market monitoring, and presentation development.
- Developed a research framework for the New Space Economy covering launch, satellite communications, earth observation, defense/ISR, and orbital infrastructure.
- Analyzed public companies, industry growth drivers, risks, government spending, and investable themes using public-market and industry data.
May 2024 – June 2024Radnor, PA
Finance Intern [CONFIRM exact official title before publishing]
Warren Avenue Investors
Supported finance and accounting workflows through Excel analysis, document review, financial-material preparation, and participation in internal meetings.
- Worked with Excel-based financial and accounting materials, including review and quality-control tasks.
- Gained early exposure to professional investment and business decision-making through meetings and financial-document preparation.
2026 – PresentSacred Heart University
Vice President
AI Club, Sacred Heart University
Help lead a student organization focused on artificial intelligence, practical applications of emerging technology, and AI literacy across academic and professional disciplines.
- Help develop programming and discussions around practical applications of AI.
- Focus on connecting AI concepts with business, finance, productivity, and responsible adoption.
Recognition
- Dean's List — Sacred Heart University
- Featured / Quoted — The Wall Street Journal
- Featured / Quoted — NBC News
- Microsoft Office Specialist — Excel Associate
Leadership and community
Vice President
AI Club, Sacred Heart University
Student leadership around AI education and applied use cases.
Editor-in-Chief
Global Affairs publication, Sacred Heart University
Lead student writing/editing around international affairs, economics, politics, and global issues.
Resident Success Assistant
Sacred Heart University, Scholars Commons
Support residents, community programming, student engagement, and residence-hall operations.
[CONFIRM current title — SHU Chess Club site lists Treasurer; use President only once confirmed as the current 2026–27 role]
Sacred Heart University Chess
Competitive chess for Sacred Heart University, including the 2026 Collegiate Chess League and the 2026 U.S. Amateur Team East.
Beyond finance
Outside finance, I compete in chess for Sacred Heart University and coach young players through DIG Chess. I also enjoy golf and collecting vintage sports cards.
Credentials
- Degree
- Finance, Minor in Artificial Intelligence
- School
- Sacred Heart University
- Graduation
- May 2027
- Location
- Fairfield, CT / Philadelphia Area
Confidentiality