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Todd Fungard, CFA®Vice President, Financial Advisor

  • 60 West Broad Street, Suite 300
    Bethlehem, PA 18018

Todd joined CAPTRUST from McQueen, Ball & Associates in 2019. He serves as a vice president and financial advisor responsible for providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, and institutions.

Prior to McQueen, Ball & Associates Todd served as a research analyst for Zeke Capital Advisors. He holds a Bachelor of Science degree in finance from La Salle University and is a CFA charterholder

EDUCATION

  • Bachelor of Science degree in finance from La Salle University

AWARDS

  • Lehigh Valley Business JournalForty Under 40, 2016

INDUSTRY DESIGNATIONS

  • Chartered Financial Analyst (CFA®)

MEMBERSHIPS

  • CFA Institute
  • CFA Society of Philadelphia

Personal Profile

Hometown:
Bethlehem, PA
Favorite Book or Movie:
Nudge by Richard Thaler | The Matrix
Ideal Dinner Guest:
Warren Buffett, Michael Lewis, and Jerry Seinfeld
Words to Live By:
Someone's sitting in the shade today because someone planted a tree a long time ago.
Qualities I Admire in People:
Perseverance, honesty, thoughtfulness.