Ted is a Client Manager at Columbia Pacific Wealth Management who focuses on financial planning, investment research, and portfolio structure and reporting. Prior to joining the firm, he worked as an analyst at JP Morgan Securities Private Wealth Management and Houlihan Lokey’s Financial Restructuring Group. Ted holds the Series 65 license.
Ted earned a bachelor’s degree in business economics from the University of California, Los Angeles. In his free time, Ted enjoys exploring the Bay area with his friends and family, skiing, golfing, wakeboarding, and traveling.
“As much as talent counts, effort counts twice.”
– Angela Duckworth