Ted’s investment consulting career began at William M. Mercer Investment Consulting as a Senior Portfolio Analyst, where he evaluated large institutional pools of money (e.g., endowments, foundations, pension and 401k plans). He then became the Director of Research for the Investment Consulting Group at J.C. Bradford & Co.Thereafter, Ted was the Director of Manager Research for Legg Mason’s Consulting Group. Most recently, Ted was a Regional Director of Sales and Marketing for Golden Capital Management.
Ted holds a Bachelor of Business Administration in Finance from James Madison University, and a Master of Business Administration in International Business and a Master of Science in Finance from the Smith School of Business at the University of Maryland. He, his wife, Tammy, and their three children, Kyle, Nathan and Emma Grace, live in Harrisonburg, Virginia. He and his wife are active volunteers at their church, with their children’s sports teams, and the Harrisonburg Children’s Museum.
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