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
- 2025 -now Managing Director, Client Portfolio Manager @
- 2022 -2025 VP, Client Portfolio Manager @
- 2021 -2022 VP, Client Portfolio Manager @ Santa Barbara Asset Management
- 2017 -2021 VP, Product Specialist @ Santa Barbara Asset Management
- 2013 -2017 Client Service and Sales Representative @ Santa Barbara Asset Management
- 2009 -2013 Investment Portfolio Specialist @
- 2007 -2009 Account Administrator @
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
- Series 63
- Investments
- Asset Management
- Separately Managed Accounts
- Managing Accounts
- Series 65
- Asset Allocation
- Managed Accounts
- Series 7
- Equities
- Asset Managment
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 Series 63, Investments, Asset Management, Separately Managed Accounts, Managing Accounts and more. Ted Lamson has 3 emails and 2 mobile phone numbers on RocketReach.
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