As a Managing Director and Wealth Manager, Ted serves individuals and family relationships. He also serves as trustee on behalf of several of our clients.

Ted has over 40 years of experience in investment management and trust services. His experience includes Vice President and Senior Portfolio Manager in the Private Asset Management Division of State Street Bank and Trust Company.

Ted graduated from Babson College with a Bachelor of Science degree in Business Administration, focusing in investments. He also received a diploma from the National Graduate Trust School.

Industry Accreditations & Affiliations

Chartered Financial Analyst® (CFA)

CFA Institute – Member

CFA Society Boston – Member