“Whether it is helping clients meet their financial goals in retirement or volunteering in the community, 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 creates customized investment strategies for Truepoint clients and oversees the firm’s portfolio management operations. He regularly meets with clients to ensure they fully understand their investment plans, as well as recent market events. As a member of Truepoint’s investment committee, Ted contributes to the research and analysis efforts that drive the firm’s investment approach.
Outside of work, Ted enjoys spending time with his family, cycling, playing guitar, and cooking.
Specialties: investment research, market analysis, performance attribution, portfolio management, rebalancing