Senior Vice President, Western Regional Director
Ted assists Registered Investment Advisors (RIAs), financial professionals, and investment sponsors throughout the Western US with their alternative asset custody needs. He brings over two decades of regional and national leadership positions in RIA and financial advisor business development.
Prior to joining Millennium Trust, Ted worked for Pacific Life where he started up the RIA Division for the Pacific Funds. He held senior regional Investment Consultant positions with Windhaven Investment Management and Fidelity Investments.
Ted holds a Bachelor of Business Administration in Political Science from the University of Redlands, as well as a Master of International Law from Université d'Aix-Marseille, Aix-en-Provence, France. Ted also holds his FINRA Series 7, Series 63, and Series 65 licenses.