Ted Dawson
Vice President
Ted provides investment consulting and financial planning services to private families, corporate executives, nonprofit organizations, family trusts and other substantial investors. He focuses on providing clients personalized advice and expertise on portfolio design, asset allocation, investment policy statements, manager search process and overall investment management. Prior to joining the firm, Ted served as an Associate Financial Advisor at Merrill Lynch. He graduated from Boston College with a bachelor’s degree in Political Science and Economics.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
