Ted Brown Email & Phone Number
Head of Research and Portfolio Management, Director @ Cary Street Partners
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Ted Brown Location
- Harrisonburg, VA, US
Ted Brown Work
- 2017 - now Head of Research and Portfolio Management, Director @
- 2006 - 2017 Director of the Portfolio Advisory Group @
- 2002 - 2006 Regional Director of Marketing and Sales @ Golden Capital Management
- 2000 - 2002 Director of Manager Research (Consulting Group) @
- 1999 - 2000 Manager Research Director @ JC Bradford & Co.
- 1997 - 1999 Senior Portfolio Analyst @ William M Mercer Investment Consulting
Ted Brown Education
- University of Maryland - Robert H. Smith School of Business
Master of Science (M.S.) (Finance)
1995 - 1997 - University of Maryland - Robert H. Smith School of Business
Master of Business Administration (M.B.A.) (International Business)
1995 - 1997 - James Madison University
Bachelor of Business Administration (B.B.A.) (Finance)
1989 - 1993
Ted Brown Skills
- Manager Research & Selection
- Multi-Asset Class Portfolio Management
- Investment Consulting
- Investment Advisory
- Investment Management
- Portfolio Management
- Investments
- Asset Allocation
- Due Diligence
- Wealth Management
- Mutual Funds
- Series 7
- Investment Strategies
- Alternative Investments
- Financial Advisory
- Asset Managment
- Wealth Management Services
- Series 65
- Wealth
- Series 63
- High Net Worth Individuals
- Separately Managed Accounts
- Multi-manager portfolio management
- Asset Management
- Strategic Financial Planning
- Manager Research And Selection
- Multi Manager Portfolio Management
- Data Analysis
- Business Analysis
- Multi Asset Class Portfolio Management
- Microsoft Office
- New Business Development
- Business Strategy
Ted Brown Summary
- Ted Brown, based in Harrisonburg, VA, US, is currently a Head of Research and Portfolio Management, Director at Cary Street Partners. Ted Brown brings experience from previous roles at Cary Street Partners, Golden Capital Management, Legg Mason and JC Bradford & Co.. Ted Brown holds a 1995 - 1997 Master of Science (M.S.) in Finance @ University of Maryland - Robert H. Smith School of Business. With a robust skill set that includes Manager Research & Selection, Multi-Asset Class Portfolio Management, Investment Consulting, Investment Advisory, Investment Management and more. Ted Brown has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Cary Street Partners Employees
Michael McCool
Managing Director
Abingdon, VA, US
Bob Martin
Managing Director and Financial Advisor
Roanoke, VA, US
Jaimal Hayes
Chief Compliance Officer, Managing Director
Maidens, VA, US
Christian Searcy
Managing Director
Palm Beach Gardens, FL, US
Rusty Bryson
Managing Director
Charlotte, NC, US
Celia Rafalko
Managing Director
Virginia, United States
Michael Provine
Managing Director-Private Client Services
Summit, NJ, US
Kyle Hogue
Managing Director
Dallas, TX, US
Ray Deragon
Vice President
Austin, TX, US
Chris Walters
Managing Director
Abingdon, VA, US
Joseph Schmuckler
Chief Executive Officer
Richmond, VA, US
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