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 joined Boston Financial Management in 2009, with over 40 years of experience in investment management and trust services, primarily with State Street Bank and Trust Company. At State Street, Ted was Vice President and Senior Portfolio Manager in the Private Asset Management Division.
Ted graduated from Babson College with a Bachelor of Science in Business Administration degree, focusing in investments. He also received a diploma from the National Graduate Trust School.
Industry Accreditation & Affiliations
CFA Institute – Member
CFA Society Boston – Member