Ted is a senior investment strategist, responsible for articulating the firm’s index strategies to clients, prospective clients and consultants to help grow and retain Mellon’s index business. He works closely with sales and client service staff worldwide to guide the messaging and positioning of index strategies and to develop product solutions for client portfolios.
Previously, Ted oversaw attribution and risk analytics for Mellon’s Active Fixed Income division. Prior to that, Ted held roles of increasing responsibility in fixed income trading and portfolio management for Mellon Bond Associates, followed by roles as a senior portfolio manager and investment strategist for Standish Asset Management and Cash Investment Strategies. Ted has been in the investment industry since 1995.
Ted earned a BA in finance from Westminster College and an MBA in finance from the University of Pittsburgh. He holds the CFA® designation and is a member of the CFA Institute and CFA Society Pittsburgh.