Our Team

Todd Bokus

Vice President

CONNECT

704 714 8353

EDUCATION

UNC Charlotte
B.S. in Business Administration with Finance Concentration
Minor in Economics

Todd Bokus

Vice President

Todd began his career as an analyst at Bourne Partners. Throughout his tenure with the firm, he has worked across all facets of its business activities. Todd’s experience includes mergers and acquisitions, capital raising, direct and fund investing, and strategic consulting. At Bourne Partners he is responsible for supporting and executing the firm’s investment banking initiatives.

Todd received a B.S. in business administration with a concentration in Finance and Minor in Economics from the University of North Carolina at Charlotte.

Outside of work Todd enjoys spending time with his wife, Leah, and their dog, Lola. He is an active supporter of The Leukemia & Lymphoma Society (LLS) as well as The Relatives, a system of resources that helps children and youth find shelter and support.

NOTABLE LICENSES

FINRA Registered Series 63, Series 79