Ted Lamson Email & Phone Number
Managing Director, Client Portfolio Manager @ Nuveen, a TIAA company
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Ted Lamson Location
- Kansas City, MO, US
Ted Lamson Work
- Managing Director, Client Portfolio Manager @ (March 2025 - Present)
- VP, Client Portfolio Manager @ (January 2022 - February 2025)
- VP, Client Portfolio Manager @ Santa Barbara Asset Management (March 2021 - January 2022)
- VP, Product Specialist @ Santa Barbara Asset Management (March 2017 - March 2021)
- Client Service and Sales Representative @ Santa Barbara Asset Management (January 2013 - March 2017)
- Investment Portfolio Specialist @ (October 2009 - January 2013)
- Account Administrator @ (June 2007 - October 2009)
Ted Lamson Education
- Quinlan School of Business, Loyola University Chicago
Master of Business Administration (M.B.A.) (Finance, General)
2014-2017 - Dickinson College
BA
2002-2006
Ted Lamson Skills
- Asset Allocation
- Asset Management
- Asset Managment
- Equities
- Investments
- Managed Accounts
- Managing Accounts
- Separately Managed Accounts
- Series 63
- Series 65
- Series 7
Ted Lamson Summary
- Ted Lamson, based in Kansas City, MO, US, is currently a Managing Director, Client Portfolio Manager at Nuveen, a TIAA company. Ted Lamson brings experience from previous roles at Nuveen, a TIAA company and Santa Barbara Asset Management. Ted Lamson holds a 2014 - 2017 Master of Business Administration (M.B.A.) in Finance, General @ Quinlan School of Business, Loyola University Chicago. With a robust skill set that includes Asset Allocation, Asset Management, Asset Managment, Equities, Investments and more. Ted Lamson has 3 emails and 2 mobile phone numbers on RocketReach.
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