Ted is a trusted and highly esteemed financial professional with over a decade of experience in the industry. During his time at JP Morgan Asset Management, he was a featured speaker at industry events and regional meetings, where his audiences consisted of hundreds of investment professionals. His deep knowledge and understanding of the markets enabled him to consult with the top 300 investment advisors in the region on investment strategy and implementation. With a focus on capital markets, Ted’s priority is to stay on top of the latest happenings, identify investment opportunities, and share those strategies with his clients.
Ted also has experience as a product manager for a Chicago-based hedge fund, options trading firm, and online broker, where he helped develop software systems to support the risk management of complex option trading strategies being implemented. During this time, Ted had advanced exposure to software development, and deepened his already expert level understanding of public liquid derivative capital markets. This experience contributed to Ted’s ability to deliver insights on economic and financial markets later in his career.
Ted also brings to the table a CFA® (Chartered Financial Analyst) charter and his CFP® (Certified Financial Planner) designation, both of which add tremendous value to his clients. The CFA charter is regarded as one of the most prestigious and labor-intensive qualifications in the investment industry, requiring extensive study and rigorous testing across a range of financial disciplines. Those who hold the CFA charter must have demonstrated a mastery of investment analysis and portfolio management, and are highly sought-after by employers in the financial industry. Meanwhile, the CFP certification is generally viewed as the gold standard in the financial planning industry. To achieve this designation, Ted was required to demonstrate his knowledge and competence in areas such as financial planning, risk management, estate planning, retirement planning and more.
Originally from Chicago, Ted now lives in Columbus, Ohio with his wife Mackenzie and their two children. When he’s not in the office, you might find him spending time with his family, playing golf, or volunteering time with the Autism Community through his son’s school Oakstone Academy.