Ted is a Senior Investment Counselor and a Principal at The Colony Group. He advises clients on asset allocation and investment strategies and serves as a resource for clients in need of complex insurance analysis. Ted also serves on the firm’s Business Development Committee, researching and coordinating opportunities for the firm’s growth.
Before joining The Colony Group, Ted spent 17 years at John Hancock Financial Services and Money Financial Services where he developed new individual and corporate relationships for the firm. He holds the Chartered Life Underwriter® designation. He is an 8-time winner of the Five Star Wealth Manager Award, as published by Boston Magazine.*
Ted earned a Bachelor of Science in Finance from the State University of New York and participated in graduate studies in Management at Purdue University. He is on the Board of Directors of Angelight Films, a non-profit charity based in New York City that works with children with brain and spinal cord tumors.