Ted’s experience comes from working 21 years for Merrill Lynch prior to becoming the Senior Vice President and Financial Advisor of RBC Wealth Management in December of 2016.
As the Investment Committee leader at RBC, Ted is responsible for being knowledgeable about the committee’s best ideas relating to both equity and fixed income. Additionally, Ted is also the Manager of the Portfolio Advantage discretionary trading platform. In this role, Ted provides ongoing performance monitoring and periodic reviews of each client’s financial progress to ensure that they are successful in reaching their goals. He also provides strategies to prevent and remove obstacles that clients may be facing as they work toward achieving their goals.
Ted received his bachelor’s degree from San Jose State University.