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Isabel B
CFP®, Series 66
Franklin, TN
Greatdane Investment LLC
Isabel Biondi is a CFP® with five years of industry experience and currently serves as an advisor at Greatdane Investment LLC. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Morton Capital. Greatdane Investment LLC provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio construction and develops written investment policy statements tailored to each client’s goals, risk tolerance, and liquidity needs.
Todd P
Series 66
Moline, IL
Greatdane Investment LLC
Todd Potter is a financial advisor with Greatdane Investment LLC in Moline, IL, holding a Series 66 designation and 26 years of industry experience. He previously worked for Western International Securities, Inc. for 16 years before joining Greatdane Investment LLC in 2022. Greatdane Investment LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio construction and comprehensive planning, using a disciplined investment process that includes asset allocation, fundamental and cyclical analysis, and diversification.
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