About

Todd ThomsonTodd S. Thomson
Chairman, Dynasty Financial Partners
Founder & CEO, Headwaters Capital

Mr. Thomson is an accomplished operating executive, serving as Citigroup CFO for 5 years and as CEO of Citigroup’s $10 Billion (revenues) Global Wealth Management division. Mr. Thomson also is a leading global practitioner and advisor on M & A and business strategy, having led the acquisition and strategy efforts over many years for Citigroup and GE Capital, as well as serving as advisor to dozens of Fortune 500 firms while at Bain & Co., Booz Allen Hamilton, and Barents Group.

Presently, Mr. Thomson is Chairman of Dynasty Financial Partners, the leading investment and technology platform for sophisticated independent advisors.

He is also CEO of Headwaters Capital, structuring and co-leading the $155 Million recapitalization of West Coast Bancorp (WCBO), which closed in November 2009. HWC also is a founder of Cordia Bank, which acquired a majority interest in Bank of Virginia in December 2010. HWC is a founding investor in Embody Fitness Gourmet, health and performance-oriented cafes.

From 1998 through 2007, Mr. Thomson served in top management positions at Citigroup, including CFO of the company and CEO of the Global Wealth Management division. Throughout his 9-year tenure at Citigroup, Mr. Thomson served as a member of the most senior operating committees of the firm, the Citigroup Business Heads and Management Committees. He also was Vice-Chairman and a Director of Citibank, N.A.

Mr. Thomson serves as Chairman of the Board of Dynasty Financial Partners. He is a member of the Board of Directors of Commtouch Software, LTD., Cordia Bancorp and Bank of Virginia. He is also a member of the Board of the World Resources Institute as well as a member of the Economic Club of New York. He is Chairman of the Wharton Leadership Advisory Board. He is also a past member of the Board of Trustees of Davidson College.

Mr. Thomson received his M.B.A. with distinction, from the Wharton School of Business and his B.A. in Economics from Davidson College.