Ted Theodore, CFA

Experience

• 

  Citi

  Jul 1964 - Sept 1968

  Portfolio Manager

  Quantitative analyst

• 

  Baker Weeks (successor firm: Dean, Witter)

  Sept 1968 - Feb 1978

  Vice President

  Portfolio Manager, Sell-Side Portfolio Strategist

• 

  Citi

  Feb 1978 - Jan 1980

  Vice President

  Chair Equity Strategy Committee, Member Investment Policy Committee, Senior Portfolio Manager

• 

  Morgan Stanley Investment Management

  Jan 1980 - Jan 1985

  Director

  Senior Portfolio Manager, Member Investment Policy Committee

• 

  Prospect Advisors

  May 1985 - Feb 1989

  Co-founder
• 

  Avatar Associates

  Feb 1989 - Sept 2012

  • Chief Investment Officer

    Jul 1996 - Sept 2012

  • Research Director

    Jan 1996 - Jan 2011

  • Overlay Portfolio Manager

    Feb 1989 - Mar 2009
• 

  HorizonsAdvisory

  Oct 2012 - now

  Managing Partner

  Consultant to early stage investment management and research firms

• 

  Quantitative Analysis Service, Inc.

  Jan 2014 - Jul 2015

  Senior Managing Director, Strategy
• 

  TrimTabs Asset Management

  Jul 2015 - Oct 2019

  Vice Chairman and Chief Investment Officer