Ted has been in the financial services industry for more than 30 years and joined Merrill in 2016. Ted concentrates on working with high net worth and ultra-high net worth individuals and privately-owned businesses. Ted provides access to the investment products of Merrill and the banking products of Bank of America, as well as product specialists throughout Bank of America Corporation.
Ted holds a BA, cum laude with distinction in Economics from the University of Pennsylvania and an MBA from the Harvard Business School. While an undergraduate at UPenn, Ted was elected to the national academic honor societies in economics, mathematics and social sciences. At Harvard he received Second-Year academic honors. He holds the Series 7, 63 and 65 FINRA registrations.
Ted holds the CPA license but does not give tax advice in his role at Merrill. He is member of the American Institute of Certified Public Accountants Prior to joining Merrill Ted held senior positions at Bear Stearns (Senior Managing Director) and JPMorgan (Managing Director). Between college and business school Ted served as an officer in the US Navy reaching the rank of Lieutenant.
Ted has had a long-standing interest in running as a basis for raising funds for charity. He ran the New York City Marathon in 1988 as a founding member of Team in Training, a charity that has raised in excess of $1 billion to fund research into cures for leukemia and lymphoma. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
