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Todd James McVey

Todd James McVey is the Manager and Founder of Momentum Funds LLC, a Registered Investment Advisor that provides investment advice and management to individually managed accounts, and issues an electronic investment newsletter by subscription, " Momentum Stock Advisor," for which he is the Editor. Mr. McVey was born in 1971 and received a B.S. in Business from the University of San Francisco. Since 1997, Mr. McVey has been active in the management of individual portfolios, pension funds, and institutional portfolios. Mr. McVey spent seven years with the Private Client Group for UBS Financial Services Inc. in Palo Alto,CA as Vice President Investments. Mr. McVey served as General Partner in 2004 for a private investment fund McVey Capital Management LLC in Menlo Park, CA, and became known for his equity research on money flows and his momentum portfolio. In 2005, Momentum Funds LLC, a Delaware based Limited Liability Company was formed to manage separate accounts for accredited investors, and publish a stock advisory newsletter for individual investors. Mr. McVey is a Registered Investment Advisor and has a Securities License 7, 63, and 65. 

todd.mcvey@momentumfunds.com



 

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