Todd Healy

Todd Healy is a financial-services operations and compliance executive based in the Nashville, Tennessee area with more than two decades of experience across asset and wealth management. His career progressed through Milwaukee, Chicago, and Nashville, moving into increasingly senior operations leadership roles. Aggregated professional records indicate early roles at M&I Investment Management Co. and BMO Asset Management Corp. (following BMO's 2010–2011 acquisition of Marshall & Ilsley/M&I), where he led work on a complex portfolio-accounting-system implementation tied to the BMO–Harris–M&I integration, as well as time associated with UBS Asset Management.

He later relocated to the Nashville region and was associated with Southwestern Investment Group — the fast-growing Franklin, TN independent RIA that rebranded to SageSpring Wealth Partners in November 2022 — which is the source of his `@swinvestmentgroup.com` email address. His LinkedIn profile lists a current role as Chief Operating Officer and Chief Compliance Officer at Chamberlain Lane Capital, LLC, a Nashville-based RIA (3100 West End Ave, Suite 1060; roughly $100M AUM per FINTRX), with additional recent activity referencing Wealth Enhancement Group business development. Several aggregators alternately list a COO title at Marcum Wealth, reflecting the overlapping and sometimes out-of-date records that surround his profile.

On credentials, he holds an MBA (International Business) from Marquette University (2007–2008), is a CFA Institute member, has held a FINRA Series 7 license, and has served on the CFA Institute's United States Investment Performance Committee. Colleagues describe him as an operations- and result-oriented problem solver — "approachable, insightful, incredibly bright" — with deep expertise in investment operations and asset management.

• No publicly stated personal investment thesis was found. Healy's documented professional focus is operational strategy, compliance, process improvement, and investment operations within wealth-management firms — not a published venture/angel mandate.
• The originating database tagged him as an angel investor writing seed-stage checks; this classification appears to derive from an aggregator and could not be independently verified through primary sources.
• If accurate, his background (RIA operations, CFA, wealth management in the Nashville market) would most naturally align with financial-services / wealth-tech and local Nashville-area opportunities, though this is inference, not a stated preference.