Consulting Analyst, The Wealth Office®
Ted is responsible for the analysis of client investment portfolios for The Wealth Office®. He assists in the servicing of clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. 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.