Senior VP, Regional Director @ (September 2010 - August 2025)
Regional Director @ Cohen and Steers (January 2009 - January 2010)
Portfolio Specialist @ (September 2008 - September 2009)
VP @ (January 1998 - January 2008)
Ted Holder Education
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 @ 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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