Todd Clark Kalish

Current Employers

Employment History

• 05/2008 → 10/2017
  Morgan Stanley
  Cleveland, OH
• 01/2015 → 10/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2017 → 07/2022
  Mcdonald Partners
  Cleveland, OH
• 07/2022 → Present
  Park Edge Advisors, Llc
  Cleveland, OH

Previous Registrations

• 2017-10-18 → 2022-07-05
  Mcdonald Partners Llc
  Cleveland, OH
  Cleveland, OH
• 2009-06-01 → 2017-10-18
  Morgan Stanley
  Cleveland, OH
  Cleveland, OH
• 2008-06-03 → 2009-06-01
  Morgan Stanley & Co. Llc
  Cleveland, OH
• 2006-02-21 → 2008-06-23
  Citigroup Global Markets Inc.
  New York, NY
  Cleveland, OH
• 2000-09-28 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Cleveland, OH

Other Businesses

Mr. Kalish is the individual owner of multiple rental properties. In his capacity as landlord, he receives monthly compensation. He first began renting property in 1993, and does not spend any time during trading hours on this business; Chargunn LLC (non-investment related) - rental property holding company, since February 2015. Time spent during trading hours: 0; Park Edge Group LLC (Investment related) - LLC used to receive revenue from Mr. Kalish's financial advisory business. Hours spent on maintaining the entity: 5; Catholic Diocese - Board Member (non-investment related), Hours spent during trading hours: 0; Mr. Kalish is a licensed insurance agent who sells life and health insurance with various insurance companies and receives standard commissions. He spends 2 hours per month on these activities. Fixed Insurance, fixed insurance PEG Tremont Properties; Investment related: No; 2360 W 11th St. Cleveland OH 44113 USA; Investment Rental property; Owner; 2021-12-31; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Landlord. Rocky River Partners; Investment related: Yes; 1250 Linda St. STE 304 Rocky River Ohio 44116 USA; Cleveland Capital LP; Investor; 2008-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1. Cleveland Capital Partners; Investment related: Yes; 1250 Linda St. STE 304 Rocky River OH 44116 USA; 2013-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1. Rocky River Specific Opportunities; Investment related: Yes; 1250 Linda St. STE 304 Rocky River OH 44116 USA; Investment into Private Placement; Investor; 2019-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1. River SaaS Capital - Equity Fund LLC; Investment related: Yes; 31390 Viking Pkwy Westlake OH 44145 USA; Private Placement; Investor; 2019-12-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-27
• S63 Uniform Securities Agent State Law Examination
  1997-06-04