
CFP®, Portfolio Manager & Financial Advisor
Ted joined Essex LLC in 2021 as a Portfolio Manager and Financial Advisor. Prior to that, he spent 15 years with Iron Financial, a registered investment adviser, where he ran a number of fixed income strategies as well as options, REITs, risk-based ETFs, and mutual fund portfolios. He brings extensive experience as a trader and portfolio manager to his role at Essex. Ted is a CERTIFIED FINANCIAL PLANNER® professional and a graduate of Connecticut College with a BA in Economics. He also serves as a member of the Investment Committee.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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