Todd is the Managing Partner and Chief Investment Officer of Algorithmic Investment Models, LLC (AIM).

In 2012, Todd launched Algorithmic Investment Models (AIM) to design machine-learning based financial products and develop proprietary data mining software that enables rapid customization and performance analysis.

Todd has designed billion-dollar institutional products for major Wall Street firms, worked as an equity portfolio manager and has run a hedge fund. He holds a degree in mathematics from the University of Chicago and a
Masters of Public Policy from the Kennedy School at Harvard University.

In 1990 Todd left Salomon Brothers and joined BEA Associates, which was in the process of creating a quantitative equity analysis group. Todd worked directly with Bill Priest (currently Executive Chairman and Co-Chief Investment Officer Epoch Investment Partners) and developed a structured equity product, managed a convertible bond portfolio and invested the firm’s hedge fund, overseeing more than $1 billion in assets by the time he departed in 1997. Between 1998 and 2014 Todd worked to develop and refine the models that became the foundation for AIM’s Decathlon strategies.

In addition to overseeing firm operations, Andrew is one of the lead programmers and researchers for the company’s proprietary investment systems. He is also a member of the investment committee for the Decathlon strategies.

Andrew joined AIM in 2016 and built the firm’s proprietary graphical analysis software and manages research efforts into new model factors and deep learning approaches.

Andrew spent the prior 10 years of his career as a quantitative analyst focused on public policy in Chicago. He designed and managed databases, led research projects, and managed strategic planning initiatives for city
departments and large non-profit organizations. In addition, he co-founded a consulting business that provides data management, research, and strategic planning services to non-profit organizations.

Andrew has a bachelor’s degree in English Literature from Emory University and a Masters in Public Policy from the University of Chicago.

As a Portfolio Manager, Brendan helps lead the firm’s investment activities with a focus on fundamental analysis. He contributes to ongoing market research, product enhancement and development, as well as thought leadership. Additionally, as a Partner of the firm, Brendan assists in overseeing all business, finance, and distribution activities.

He serves on the investment committee and is additionally responsible for the implementation and trading of the strategies, and operational support. He currently holds the Series 65 securities license and is a CFA® Charterholder.

Brendan worked in Beaumont Financial Partners’ wealth management division where he focused primarily on fundamental equity research before moving over to the asset management division formerly known as BCM. Prior to joining the firm, Brendan had spent time working for Brown Brothers Harriman & Co. after receiving his B.A. in Economics from Boston College.

As a Portfolio Manager, Denis helps lead the firm’s investment activities with a focus on quantitative analysis. He contributes to ongoing market research, product enhancement and development, as well as thought leadership. Additionally, as a Partner of the firm, Denis assists in overseeing all business, partnership, and distribution activities.

He serves on the investment committee and is additionally responsible for the implementation and trading of the strategies, and operational support. He currently holds the Series 65 securities license and is a CFA® Charterholder.

Prior to joining the firm, Denis worked for River and Mercantile Solutions and Boston Trust and Investment Management Company. He is a graduate of Babson College with a B.S. in Business Administration, with a concentration in Finance.

As a data science engineer, David develops code that powers AIM’s investment models. He focuses on optimization and feature-engineering to help enhance AIM’s Decathlon strategies while also contributing to the design and development of new machine-learning-based financial products. Additionally, he contributes quantitative market research through data visualization and statistical analysis and is a member of the firm’s Investment Committee.

David interned with AIM in 2022 and 2023, and began with the firm full-time in August 2023 after graduating magna cum laude with Bachelor’s Degrees in Computer Science and Economics from Boston College.

As the Director of Marketing, Courtney manages all aspects of the firm’s marketing including the firm’s communication efforts, brand strategy, and advisor engagement. She plays a key role in sales support to develop materials and initiatives that support advisors and effectively communicate the firm’s investment approach. Additionally, Courtney helps manage the firm’s compliance and human resources functions.

Courtney began her career at Athena Capital Advisors after earning a B.S. from Bentley University in Marketing. She held various roles including assisting the Investment Research and Client teams, then transitioned to the
marketing team, where she assisted with the development of the firm’s marketing, branding and digital content initiatives. Courtney holds the Series 65 securities license.

AIM outsources its primary compliance functions to ACA Foreside. Raul Villegas, senior director at ACA Foreside, serves as AIM’s chief compliance officer and manages the compliance program. If you need to speak with a compliance representative, please contact compliance@investAIM.com or call (888) 777-0535.

Gordon Bennett, CFA, CFP®, has worked in the financial markets for nearly 40 years. He began his career at Citibank as a government bond trader on the positioning and arbitrage desk. He next moved into fixed-income portfolio management at BEA Associates. Subsequently, he consulted with a New York hedge fund and eventually became a founding partner at Lamarck, Inc., a firm specializing in developing fault-tolerant algorithmic software. In the early 2000s, he established the still extant Bennett Financial Advisors, serving a select group of clients. In the late aughts, he rejoined Todd Rice—with whom he had worked at BEA Associates and Lamarck—and founded AIM to focus on developing investment products based on machine learning.

Gordon is a graduate of Harvard College with a degree in East Asian languages and civilization. He has a master’s in economics from New York University and is a Chartered Financial Analyst and a Certified Financial Planner. He is the president of Congregation Kehillath Israel in Brookline, Massachusetts, where he has served on the board for 10 years.

Kevin Osborn has been active in the financial services industry for 35 years. He held numerous executive positions at Prudential Investments from 1987 until 2013, when he led the divestiture of the wealth management business to Envestnet. Kevin remained with Envestnet until 2019. During his tenure at both organizations, he helped build and market the wealth management platform to banks, broker-dealers, and RIAs. In addition to leading the overall business, his responsibilities included due diligence, investment manager relations, product management, sales, and marketing.

In 2017, Kevin assisted in the formation of the Fiduciary Exchange (FidX). In partnership with Envestnet, FidX has created a fintech platform enabling the wealth management business to seamlessly integrate annuity and investment solutions into a client’s financial plan and portfolio.

Kevin earned his Certified Investment Management Analyst designation from IMCA in 1994. He was a founding member of the Board of Governors of the Money Management Institute and served until 2017. He is a 1985 graduate of Colgate University.

Kevin has been happily married to Chrissie for 30 years. They have three grown children (Kendra, Brittany, and Bobby), as well as a son-in-law (Patrick), and two grandchildren.

David Driscoll is a Boston-based business consultant. He primarily focuses on early-stage companies in financial services, national security, and cybersecurity. He has been an active real estate investor in Boston and New York.

Before becoming a consultant, David worked at Merrill Lynch, Cambridge Technology Partners (acquired by Novell), Breakaway Solutions, and Liberty Media Ventures, where he held a variety of finance, corporate development, and marketing positions. He has assisted in the strategic planning and fundraising efforts of many early-stage companies. David is a former board member of Boost 3 Media as well as several stealth early-stage start-ups that spun out of the MIT media lab. He is also an advisor/investor in www.O2X.com, a human performance company started by former U.S. special operations team members.

Since 2012, David has served as an independent trustee of Direxion Funds, a portfolio of leveraged ETFs and mutual funds. At Direxion, he is a member of the Audit, Nominating, Cybersecurity and Qualified Legal Compliance committees. Direxion currently manages approximately $30 billion.

David has a B.A. from Boston College. He enjoys playing golf, coaching his children’s sports teams, and reading about history.