Ted J. Brown

Lead Portfolio Manager, Director

With over two decades of financial services experience, Ted is responsible for working with Cary Street Partners’ consultants to help build and evaluate client & prospect portfolios, as well as taking the lead role on the team managing CSP Global Portfolios, including manager selection and position sizing. Prior to joining Cary Street Partners, Ted was Director of Sales and Marketing at Golden Capital Management. Before Golden Capital, he served as Director of Separate Account Manager Research at both Legg Mason and J.C. Bradford. He began his investment consulting career on the institutional side at William M. Mercer Investment Consulting.

Experience:

  • Golden Capital Management, Regional Director of Sales and Marketing
  • Legg Mason Wood Walker, Director of Manager Research
  • J.C. Bradford & Co., Director of Manager Research
  • William M. Mercer Investment Consulting, Senior Portfolio Analyst

Education/Certifications:

  • University of Maryland, Smith School of Business, MBA, International Business
  • University of Maryland, Smith School of Business, MS, Finance
  • James Madison University, BBA, Finance