Theodore (Ted) T. Webster, CFA

Experience

• 

  First Albany Corp.

  Jun 1994 - Aug 1995

  Corporate Bond Desk
• 

  Thomson Financial

  Aug 1995 - Jul 1999

  Business Analyst
• 

  Boston Advisors,LLC

  Jul 1999 - Apr 2004

  Portfolio Manager / Equity Analyst

  Responsible for managing individual portfolios. Member of the Investment Committee responsible for covering various equity economic sectors and making recommendations for investments in client portfolios across the company. Regular contributor to the Babson-United Investment Letter, analyzing companies and writing recommendations to be published in the newsletter with a circulation of over 5,000 members.

• 

  BNY Mellon Wealth Management

  Apr 2004 - Sept 2014

  Senior Portfolio Mananger - Vice President

  Primary responsibilities include managing high net worth client portfolios. Responsible for developing Investment Policy Statements for high net worth clients and recommending asset allocation guidelines based on specific client ability and willingness to take on risk. Responsible for implementing wealth management strategies in taxable and tax exempt accounts and reviewing portfolios with clients on an on-going basis

• 

  University of Massachusetts

  Jan 2011 - Dec 2012

  Adjunct Professor of Investments

  Responsible for teaching an Investments class to undergraduate students, preparing lesson plans, creating and administering exams as well as guest lecturing for the Chairman of the Accounting and Finance Department.

• 

  UBS

  Sept 2014 - now

  Senior Vice President Wealth Management

  Primary responsibilities include managing high net worth client portfolio and providing comprehensive wealth management strategies to clients. Responsible for developing Financial Goal Analysis's for high net worth clients and recommending asset allocation guidelines based on specific client ability and willingness to take on risk. Responsible for implementing wealth management strategies in taxable and tax exempt accounts and reviewing portfolios with clients on an on-going basis.