Ted Parchman, CFA

Director of Investment Management & Shareholder

“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’s Story

Ted leads Truepoint’s investment team, ensuring clients benefit from a disciplined and evidence-based approach to portfolio management. He oversees the firm’s investment committee, guiding the research and analysis efforts that drive our investment approach, manages the trading team, and regularly meets with clients to provide guidance and insights on their investments.

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

Education

Miami University, BS, Finance

Designations

Chartered Financial Analyst

Community Involvement (3)

  • CFA Society of Cincinnati, Education Chair
  • GLAD House, Finance/Investment Committee Member
  • Boys and Girls Clubs of Greater Cincinnati, Finance Committee Member

Interested in working with
our team?