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
- CFA Institute
CFA Charterholder
2019 - Bryant University
B.S. (Finance)
2003-2007 - Trumbull High School 1999-2003
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, Avantax Wealth Management®, Cigna and Northwestern Mutual. Ted Ferik holds a CFA Charterholder @ CFA Institute. With a robust skill set that includes Cold Calling, Driving Results, Written Communication, Trading Systems, Organization Skills and more. Ted Ferik has 1 emails and 1 mobile phone numbers 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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Stacy Dutoit
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Heath Kooiman
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Patrick Dooley
Certified Public Accountant
Sioux Falls, SD, US
Daniel MacIntosh
Chief Growth Officer
Fargo, ND, US
Ted Ferik
Head of Research
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Emily Myrum
Chief Talent Officer
Grand Forks, North Dakota, United States
Anthony Weisser
Partner
Grand Forks, ND, US
Bradford Benson
Senior Tax Manager
Sioux Falls, SD, US
Kayla Christensen
Senior Tax Manager
Fargo, ND, US
Todd van Dusen
President
Bismarck, North Dakota, United States
Amy Haagenson
Partner
Grand Forks, ND, US
David Thompson
IT Director
Fargo, ND, US
Brianna Tol
Human Resources Manager
Fargo, ND, US
Angela Walhood
Chief Financial Officer
Minot, ND, US
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