Dr. Mel Levine

TODD MORGAN

"The Moral Aspect of Financial Planning: How much should we leave our kids?"

Todd is the Senior Managing Director and a founding member of Bel Air Investment Advisors LLC. Prior to starting Bel Air, Todd was a Limited Partner at Goldman, Sachs & Co. in Los Angeles where in 1991 he founded the Private Client Service’s investment advisory business for high net worth individuals and families in Southern California.

Todd originally joined Goldman Sachs in the Los Angeles office in 1977 and subsequently moved to the New York City headquarters in 1984. By 1986, Todd became a General Partner of Goldman, Sachs & Co. and was the partner-in-charge of Private Client Services for the New York region.

In 2001, Todd completed his term as the Chairman of the United Jewish Federation Council of Greater Los Angeles. He has been the General Campaign Chairman for the Los Angeles Jewish Federation and an Honorary Trustee of the Jewish Community Foundation. He has also served on the Board of Directors of the Big Brothers of Greater Los Angeles, the Board of Governors of New York Hospital, and has served as a Vice Chairman of the Coalition to Free Soviet Jews. Todd is currently on the Board of Directors of Cedars Sinai Medical Center in Los Angeles and a member of its Investment Committee. Todd received his BA from the University of Minnesota. He has two children.

   
     
       
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