Ted Ferik Email & Phone Number
Head of Research @ Brady Martz & Associates
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Ted Ferik Location
- New York, NY, US
Ted Ferik Work
- 2025 -now Head of Research @
- 2024 -2025 Investment Research Manager @
- 2022 -2024 Senior Investment Analyst @
- 2015 -2022 Senior Investment Due Diligence Analyst @
- 2010 -2015 Associate Wealth Management Advisor @
- 2008 -2010 Financial Analyst @ North Shore Long Island Jewish Health System
- 2007 -2008 Registered Investment Advisor @
Ted Ferik Education
- Bryant University
B.S. (Habitat for Humanity, Bryant Radio, Bryant Political Science Association, Bryant Players, Pantomine Society, Ski and Snowboard Club, Bryant Drum Corps, DECA)
2003-2007 - Trumbull High School 1999-2003
- CFA Institute
CFA Charterholder
Ted Ferik Skills
- Cold Calling
- Driving Results
- Written Communication
- Trading Systems
- Organization Skills
- Interpersonal Communication
- Due Diligence
- Strategic Asset Management
- Retirement Planning
- Series 7
- Morningstar
- Portfolio Management
- Strategic Financial Planning
- Securities
- Investments
- Insurance
- Financial Analysis
- Series 63
- Mutual Funds
- Retirement
- Equities
- 401k
- Financial Planners
- Wealth Management
- Asset Allocation
- Finance
- Financial Services
- Financial Modeling
- Fixed Income
- Fixed Annuities
- Bloomberg
- Analysis
- Accounting
- Financial Reporting
- Alternative Investments
- Investment Management
- Asset Management
- Financial Planning
- Fixed Income Strategies
- Project Management
- Reporting
- Presentation Skills
- Microsoft Office
- Microsoft Excel
- Corporate Finance
- Regulatory Compliance
- Database
- Cash Flow
- Cash Flow Forecasting
- Investment Philosophy
- Capital Markets
- Private Equity
- Equity Research Analysis
- Investment Strategies
- Communication
- Risk Management
- Entrepreneurial
- Problem Solving
- Operations
- Operations Management
- Marketing
- Strategic Financial
- Research
- Services
Ted Ferik Summary
- Ted Ferik, based in New York, NY, US, is currently a Head of Research at Brady Martz & Associates. Ted Ferik brings experience from previous roles at Avantax, Cigna and Northwestern Mutual. Ted Ferik holds a 2003 - 2007 B.S. in Habitat for Humanity, Bryant Radio, Bryant Political Science Association, Bryant Players, Pantomine Society, Ski and Snowboard Club, Bryant Drum Corps, DECA @ Bryant University. With a robust skill set that includes Cold Calling, Driving Results, Written Communication, Trading Systems, Organization Skills and more. Ted Ferik has 1 emails on RocketReach.
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Others Named Ted Ferik
Ted Ferik
Head of Research
New York, NY, US
Top Brady Martz & Associates Employees
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Ted Ferik
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Emily Myrum
Chief Talent Officer
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Anthony Weisser
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Todd van Dusen
President
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Amy Haagenson
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David Thompson
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Megan Olson
Talent Acquisition Manager
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