Todd Mackay has been with Avantax since the organization started its journey in wealth management. He was the key architect of the acquisition of HD Vest, a business he subsequently led, and led the strategy and execution of the acquisitions of 1st Global and HK Financial Services (now Avantax Planning Partners) to create one of the largest wealth management firms focused on tax professionals and their wealth management practices.
He is focused on serving the company’s Financial Professionals, CPA affiliates and clients in order to deliver upon the promise of tax intelligent financial planning. Throughout his tenure and through his current responsibilities, Todd has remained focused on driving new clients and assets into the firm, delivering superior service, and increasing the financial and operating metrics across the organization.
Todd has spent his entire career focusing on growing businesses within the wealth management and financial technology industry. Prior to Avantax, he led and founded several emerging financial services businesses. He served as a long-term executive for E*TRADE Financial, and during his tenure drove the company’s Asian Broker Dealer businesses, which included India’s second-largest independent broker dealer. Additionally, he led the company’s RIA business focused on acquiring and growing independent RIAs across country. He has held other leadership roles throughout his career, including Corporate Treasurer, EVP of Corporate Strategy and Development and Investor Relations, and has served on both private and public company boards within the wealth management, broker dealer and financial technology industries.
Todd received an A.B. from Princeton University in economics with an emphasis in mathematics.