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Todd Fungard, CFA®

Todd Fungard, CFA®

Vice President,
Financial Advisor

  • Bethlehem, PA
  • Nudge by Richard Thaler | The Matrix
  • Warren Buffett, Michael Lewis, and Jerry Seinfeld
  • Someone's sitting in the shade today because someone planted a tree a long time ago.
  • Perseverance, honesty, thoughtfulness.

Financial Advisor

Todd is a wealth management advisor located in our Bethlehem, PA office.

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

Industry Designations

  • Chartered Financial Analyst (CFA®)

Awards & Recognition

  • Lehigh Valley Business JournalForty Under 40, 2016

Industry Involvement

  • Chartered Financial Analyst (CFA®)

Memberships

  • CFA Institute
  • CFA Society of Philadelphia

News & Resources

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