“Whether it is helping clients meet their financial goals in retirement or helping at-risk youth in the Cincinnati area, I love helping people. Everything we do at Truepoint is driven by what is best for our clients, and that is why I enjoy the work so much. I find it very fulfilling.”
Ted is responsible for developing and implementing investment strategies as well as rebalancing client portfolios. “At Truepoint, not only do we operate as a fiduciary and strive to do what is in our clients’ best interest, but we go above and beyond to help provide the best level of service possible. I have found great satisfaction in contributing to this process and being able to see how it directly impacts the lives of our clients.”
Ted is a cum laude graduate of the Farmer School of Business at Miami University with a bachelor’s degree in finance. He also holds the Chartered Financial Analyst (CFA) designation.
Ted’s dedication to helping others is seen in his service as a member, and now president, of the TRUleaders Young Professionals advisory board for the Boys and Girls Clubs of Greater Cincinnati. He also volunteers as a tutor at Silverton Paideia Academy. In his free time, Ted enjoys playing guitar, soccer and running.