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Todd Werner,
Head of Private Credit - U.S.

Todd Werner joined the Aztec Group in August 2024 and leads the Private Credit offering in the U.S. He is responsible for developing and implementing strategy, enhancing operational efficiency and effectiveness, building a high functioning team, and expanding the Group’s presence in the U.S. market. He will also play a key role in supporting the evolution of best practice, financial governance and strategic considerations related to the processing and reporting of loan investments and the development of the Private Credit service model.

Background and Experience

Before joining Aztec, Todd was with Ultimus Fund Solutions where he was Senior Vice President of Retail Alternative Funds and was responsible for developing and implementing the go-to-market strategy for the retail alternative fund business. Prior to that, Todd was a Director at SS&C, responsible for overseeing fund accounting and administration services for private equity and private credit clients.

Qualifications and professional affiliations

  • MBA Finance, Fordham Gabelli School of Business
  • BA Finance, Shippensburg University of Pennsylvania

Outside of the office

Outside of work, Todd enjoys enjoys travelling, hiking, attending music festivals, and snowboarding with his family. And, of course, supporting the Philadelphia Eagles (Go Birds!).


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