Ted joined Wealth Enhancement Group in 2022 through the BTR Capital Management acquisition. At BTR Capital Management Ted was a Principle and Portfolio Manager. He previously served as a Senior Consultant with Merrill Lynch Global Wealth Management, as a Vice President and Relationship Manager with the Credit Suisse Private Banking USA Group, and with its predecessor, Donaldson, Lufkin & Jenrette. Ted served as a Managing Director – Investments with Piper, Jaffray & Co. and began advising clients with Kidder, Peabody & Co. in 1986. Ted has over 30 years of investment management experience. Ted is a past member of the Financial Planning Association (until 5/31/2020), a past Director of the CFA Society of San Francisco (2002 -2007), and a co-founder of the Bay Area Financial Education Foundation (Officer and Director 2007 – 2018). Ted’s additional activities include: fly fishing, hiking, kayaking and mountain biking, the San Francisco Giants and weekend doubles with the tennis group. He and his wife, Kathy, live in San Rafael.