Ted serves as Chief Financial Officer (CFO) and Chief Compliance Officer (CCO). As CFO he is responsible for directing the company's overall financial policies. As CCO he is responsible for directing programs, policies and practices to ensure compliance with reporting and regulatory requirements. Ted is also a member of our Investment Committee and Portfolio Management team.
As a CPA with the PFS Credential, Ted is uniquely able to combine the objectivity, integrity and experience that are the hallmarks of the CPA profession with specialized expertise. To earn the PFS Credential, CPAs must prove their broad-based knowledge and business experience in core areas: estate planning, investment planning, the personal financial planning process, personal income tax planning, retirement planning and risk management planning. Additionally, qualifying examinations and a commitment to lifelong learning are required.
Ted also has been helping clients resolve tax issues and prepare tax returns since 1991, when he graduated from the University of Notre Dame with a Bachelor of Business Administration-Accounting degree. Ted is a licensed CPA in both Florida and Maryland. He also has a Master of Business Administration degree and earned the Chartered Financial Analyst® designation, which is the mark of distinction for investment professionals world-wide.
Prior to moving to Florida, Ted spent 11 years with T. Rowe Price Group, Inc. in various capacities and was the controller of several subsidiaries including T. Rowe Price Investment Services, Inc. (a registered Broker/Dealer). Ted is currently an active member of the CFA Institute, American Institute of CPAs, and Florida Institute of CPAs.