Todd Jones is Director of Investments at Gratus Capital, LLC, an Atlanta based investment manager. Todd oversees the investment division at Gratus Capital and has served in this capacity since 2008. In addition, Todd leads the firm’s investment committee and serves as a member of the private markets investment committee.
From a functional standpoint, Todd is Portfolio Co-Manager for Gratus’ Large Cap Equity strategy, is Portfolio Manager for the Marathon Value Portfolio (MVPFX) mutual fund, and is responsible for the firm’s equity derivatives strategies.
Prior to joining Gratus Capital, Todd was a portfolio manager with US Trust, where he monitored the asset allocation and risk management of $300 million in client investment and trust accounts. Prior to this position, Todd was a financial advisor with M.L. Stern & Co., where he specialized in fixed income investments and public finance placement. Todd began his post undergraduate career as an Infantry Officer in the U.S. Army, where he served in various capacities including Rifle Platoon Leader and Executive Officer in three combat theaters (Kosovo, Bosnia, Iraq).
Investors should carefully consider the investment objectives, risks, charges and expenses of the Marathon Value Portfolio (the “Fund”). This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 1-800-788-6086 or going to http://www.marathonvalue.com. The prospectus should be read carefully before investing. The Fund is distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC.