Ted works with our Core Wealth Advisory clients to help them define their goals, manage their portfolios, and address their financial questions and concerns.
After receiving his bachelor’s degree from Amherst College, Ted joined one of the nation’s largest advertising firms in New York, as an account executive. He learned a lot but soon determined he wanted to impact peoples’ lives and help them reach their dreams. That’s when he entered the financial services industry.
“Advertising taught me that I am a very analytical person with a passion for research. I love digging deep into every issue to help uncover the most appropriate solution to address each challenge,” said Ted. “I bring that same passion and determination to my client relationships. I spend a great deal of time searching for the right answer and the most effective solution to help our clients achieve their aspirations.”
Ted has been a financial advisor since 1988. Before forming Core Wealth Advisory in 2021, he was with KSP Financial Consultants, where he had been a partner since 1996. Ted has earned his Accredited Investment Fiduciary® (AIF®) certification. He holds FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network®, and he is licensed in life and health insurance.
If he hadn’t become a financial advisor, Ted could see himself working as an athletic coach. He enjoys staying in shape, being active, and helping children compete and embrace a winning attitude. Ted brings his effective coaching approach to his clients, and he takes satisfaction in helping them achieve a financial milestone or reach a long-term goal.
Ted and his wife, Jennifer, live in Nantucket with their dogs, Bristol and Bartlett. Ted supports the Nantucket Food Pantry and the Boston Food Bank. He enjoys skiing, golf, hiking, working out, visiting the beach, and spending time with his family.