Ted provides investment consulting and financial planning services to private families, corporate executives, nonprofit organizations, family trusts and other substantial investors. He focuses on providing clients personalized advice and expertise on portfolio design, asset allocation, investment policy statements, manager search process and overall investment management. Prior to joining the firm, Ted served as an Associate Financial Advisor at Merrill Lynch. He graduated from Boston College with a bachelor’s degree in Political Science and Economics. In his free time, Ted enjoys golfing, skiing, fishing and camping.
