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Our People

Todd, Michael & Jeff are veterans of the wealth management and asset management industry, and founded the business to provide high-touch and integrated investment, financial, and tax planning services to families and institutions alike.

Get to know more about our experienced partners below.

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Todd Rebori, CFA ®

Todd is a Partner providing comprehensive financial planning, investment and wealth management services.

Todd was previously the Chief Investment Officer at Clarfeld, a wealth management firm advising on assets greater than 3 billion dollars, in Tarrytown, NY.  At Clarfeld, Todd was responsible for setting the firm’s overall investment policy and portfolio strategy, conducting asset class and manager research, and broadly communicating the firm’s investment outlook to the firm’s high net worth client base.  Prior to joining Clarfeld in 2008, Todd spent six years (2002-2008) at Brown Brothers Harriman as a fixed income portfolio manager and product manager where he was responsible for managing portfolios for large institutions and positioning the firm’s multiple fixed income offerings in a competitive institutional marketplace.  Todd is a CFA® Charterholder and earned a BBA in Finance from the University of Notre Dame.

Todd enjoys spending time with his wife, two sons, and daughter..  Todd also enjoys reading, swimming, watching/playing sports and cooking.
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Michael A. Tom, CFA ®, CFP ®

Michael is a Partner providing comprehensive financial planning, wealth management and tax preparation services.

Prior to joining the firm, Michael was the Manager of Investment Services and Investment Counselor at The Colony Group, a nationally ranked Family Office according to Barron’s. Prior to The Colony Group, Michael worked at Clarfeld Financial Advisors, a nationally ranked Family Office according to Barron’s. Michael spent 14 years at Clarfeld where he started as a Tax Preparer/Financial Planner and advanced to the Director of Portfolio Management. In this capacity, he was responsible for the monitoring, construction, and implementation of client portfolios. In addition, he was responsible for investment research and due diligence and also served on the firm's Investment Policy Committee.

Michael holds a Bachelor of Business Administration degree in Finance from Pace University and holds the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations.  Michael has spent time volunteering at the Greenburgh Nature Center where he served as an executive board member and Treasurer.  In addition, Michael served on the advisory board for the Journal of Financial Planning, a leading publication within the financial planning field.  Outside of AtwoB, he enjoys traveling and playing sports and spending time with his friends, family and dogs.

  
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Jeff Wund

Jeff is a Partner and Chief Compliance Officer providing comprehensive financial planning, investment and wealth management services.

Prior to joining the firm, Jeff spent almost 4 years as the Chief Operating Officer and Chief Compliance Officer with Blue Water Advisors, a wealth management firm advising on assets greater than 700 million dollars, in Babylon, NY.   Jeff was responsible for overseeing day to day activities of the firm and a team of advisors, while implementing overall strategic objectives, and managing the firm’s compliance and technology programs.  In addition, Jeff had responsibility for oversight of Blue Water's retirement plan services.  Jeff also served on the investment committee. 

Prior to Blue Water Advisors, for nearly 11 years Jeff was the Director of Operations and Chief Compliance Officer with Prosper Advisors, a wealth management firm advising on assets greater than 500 million dollars, in Armonk, NY.  In this capacity, Jeff provided investment management and advisory services to clients, serving as a portfolio manager and member of Prosper’s Investment Committee.  Jeff helped design model portfolios and investment strategy, and selection of underlying portfolio holdings.  Jeff also oversaw the operations of the firm, including client service, regulatory compliance and technology.

Jeff has been in the media, spot-lighted in the Long Island Business News article highlighting “Financial Independents”, focusing on independent financial advisors.  

Jeff started his career as a Financial Advisor with American Express Financial Advisors. Jeff earned his B.S. in Corporate Finance and Investment Management from the University of Alabama’s College of Business and Commerce. Outside of AtwoB, Jeff volunteers with the New York-New Jersey Trail Conference maintaining hiking trails in New York's Hudson Valley. Jeff enjoys spending time with his wife, two sons, and daughter.  Jeff enjoys exercise, especially running, golf, hiking, and skiing.  Jeff also loves to cook.

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AtwoB (Point B Planning, LLC)

Phone: 914.302.3233
Toll Free:
Email: info@atwob.com

Located in Westchester, NY

23 Parkway, 2nd Floor
Katonah, NY
10536 United States

 

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Point B Planning, LLC d/b/a/ AtwoB (“RIA Firm”) is a registered investment adviser located in Katonah, NY. Point B Planning, LLC d/b/a/ AtwoB may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Point B Planning, LLC d/b/a/ AtwoB’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Point B Planning, LLC d/b/a/ AtwoB’s web site on the Internet should not be construed by any consumer and/or prospective client as Point B Planning, LLC d/b/a/ AtwoB’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Point B Planning, LLC d/b/a/ AtwoB with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Point B Planning, LLC d/b/a/ AtwoB, please contact the state securities regulators for those states in which Point B Planning, LLC d/b/a/ AtwoB maintains a registration filing. A copy of Point B Planning, LLC d/b/a/ AtwoB’s current written disclosure statement discussing Point B Planning, LLC d/b/a/ AtwoB’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Point B Planning, LLC d/b/a/ AtwoB upon written request, or by clicking here. Point B Planning, LLC d/b/a/ AtwoB does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Point B Planning, LLC d/b/a/ AtwoB’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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