About Ted
Serving the Grand Rapids area, Ted provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Ted works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Ted brings with him over 15 years of discretionary portfolio management experience. Prior to joining Fifth Third Bank, Ted founded an RIA to bring institutional investment management to retail investors. In this capacity, he developed hedge fund strategies to arbitrage market inefficiencies using leveraged ETFs. Most recently, as Partner and Director of Portfolio Management for a Wealth Management firm in California, Ted implemented new systems in portfolio management, trading, analysis and reporting. Ted has deep experience serving high net worth clients, managing significant exposure to alternative assets including private equity, private debt, hedge funds and venture capital. Ted is a member of the West Michigan CFA Society.
Education
Ted holds a B.S. in Economics from Villanova University. Ted is a CFA and CAIA Charterholder.
Licenses & Professional Designations
- Chartered Alternative Investment Analyst
- Chartered Financial Analyst
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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