Our Founder - Todd Wilson
“The evidence is now overwhelming: Stocks of companies that are well-governed and are socially and environmentally responsible outperform their peers.”
Portola Creek was founded by Todd Wilson in 2017 to help clients align their money with their values. Prior, Todd was President and COO at a San Francisco-based fintech company focused on sustainable investments. Before that, Todd was a Vice President and Portfolio Manager at BNY Mellon. He was also a Portfolio Manager for eight years at Atherton Lane Advisers (a RIA acquired by BNY Mellon in 2016). Prior to joining Atherton Lane Advisors, Todd spent over ten years as a Financial Advisor at Merrill Lynch in San Francisco. Todd began his career at Aetna, designing and implementing employee benefit plans for mid-market companies located in Northern California.
Todd received a BA in Economics from the University of California at Berkeley, focusing on Investments and Econometrics.