Todd Mackay, President, Avantax Wealth Management

 

A leader focused on operational excellence and disciplined execution of goals, Todd Mackay has an impressive record of strategic thought leadership and growth grounded in rigorous data-driven solutions. He has been with Blucora, the parent company of Avantax Wealth Management, since the beginning of the firm’s journey in wealth management. Todd was a key architect of the company’s acquisition of HD Vest, a business he subsequently led. He further enhanced the wealth management business’ growth by helping guide the acquisition and integration of 1st Global, creating one of the largest independent broker dealers focused on tax professionals and their wealth management practices.

 

A popular and proven business partner to the community of more than 4,000 Avantax Financial Professionals, Todd’s leadership as president of Avantax Wealth Management is welcomed as a true industry leader to all of the Financial Professionals, tax professionals and clients he serves through a razor-sharp focus on technology, product and operations.

 

Todd has spent his entire career focusing on growing businesses within the financial services and financial technology industry. Prior to his tenure with Blucora and Avantax, Todd co-founded P2B Investor, a crowdfunding business providing working capital loans to small- and medium-sized businesses; he served as Executive Vice President of Global Corporate Development and Corporate Treasury for E*TRADE Financial, where his leadership helped increase company revenue from $300 million to more than $2.5 billion.

 

Todd also held various executive positions with Telebanc Financial Corp, Robertson Stephens, and Alex Brown focusing on financial institutions and financial technologies. He received an A.B. from Princeton University in economics with an emphasis in mathematics.