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Ted Holder Location
Towson, MD, US
Ted Holder Work
2025 -now Regional Manager - Mid-Atlantic @
2010 -2025 Senior VP, Regional Director @
2009 -2010 Regional Director @ Cohen and Steers
2008 -2009 Portfolio Specialist @
1998 -2008 VP @
Ted Holder Education
University of Pennsylvania - The Wharton School
Securities Industry Institute, executive program (Investments and Securities)
2007-2009
Kenyon College
Bachelor of Arts (Honors History)
1990-1994
Ted Holder Skills
Mutual Funds
Series 7
Asset Management
CIMA
Separately Managed Accounts
Asset Managment
Series 63
Asset Allocation
Alternative Investments
Series 65
Investment Management
Investment Advisory
Investment Strategies
Series 24
Securities
Fixed Income
Hedge Funds
Investments
Customer Service
Microsoft Excel
Management
Marketing
Risk Management
Ted Holder Summary
Ted Holder, based in Towson, MD, US, is currently a Regional Manager - Mid-Atlantic at AMG. Ted Holder brings experience from previous roles at Neuberger Berman, Cohen and Steers, Principal Global Investors and Nuveen Investments. Ted Holder holds a 2007 - 2009 Securities Industry Institute, executive program in Investments and Securities @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Mutual Funds, Series 7, Asset Management, CIMA, Separately Managed Accounts and more. Ted Holder has 2 emails and 2 mobile phone numbers on RocketReach.
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