Partner, Senior Wealth Manager
Ted has over 30 years of experience in the financial industry. He founded Cornerstone Financial Management LLC in 2006 to treat his clients’ interests as preeminent. Ted works with individuals and families to transform their financial dreams into reality.
Back Bay Financial Group
Tanager Financial Services
TFS Financial Advisors LP
Tofias Fleishman Shapiro & Co.
Connecticut National Bank
B.A. from Hamilton College
M.S. from Cornell University
CERTIFIED FINANCIAL PLANNER™ (CFP)
Certified Kingdom Advisor (CKA)
Married and resides in Waltham, MA
Jazz music enthusiast
Loves the National Parks and hiking the White Mountains
Enjoys breaking out the camera
Attends Highrock Church in Arlington and Lexington