Ted Shaw, CFA

Experience

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  Sacred Heart University

  Jan 2013 - Jan 2017

  Infielder on Division 1 Baseball Team, Captain

  2017 Northeast Conference Baseball Scholar Athlete of the Year

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  LAPIDES ASSET MANAGEMENT, LLC

  Sept 2016 - Jan 2017

  Intern

  Completed research on assigned companies in order to present findings to the research team.Assisted in scanning and filing documents, and updating excel files.

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  LAPIDES ASSET MANAGEMENT, LLC

  Jun 2017 - Nov 2023

  Identified new investment ideas and completed fundamental research and analysis on various public companies utilizing SEC filings, company presentations, earnings calls, sell-side reports, expert interviews, and other sources.Conducted meetings with public company management teams to ask questions critical to the investment case.Engaged in open discussion with our portfolio manager, research team and trader about investment ideas and investment actions.Constructed and updated financial models for holdings and monitor companies.Wrote quarterly investor letters for one of the products.Engaged in weekly meetings with the operations team, acting as a liaison between the research and operations team.Served as backup trader, working on Bloomberg, Advent, CTM, and NetX360 platforms, in order to execute trades and allocate positions. Show less

  • Analyst Manager

    Feb 2023 - Nov 2023

  • Research Analyst

    Feb 2021 - Feb 2023

  • Research Assistant

    Jun 2017 - Feb 2021
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  Diamant Asset Management

  Apr 2024 - now

  Analyst