TEAM

Ted Brooks, CFA®

Founder & Partner | Chief Investment Strategist

Ted has over 25 years of experience in the investment industry. Ted headed the global listed infrastructure group at CenterSquare Investment Management, investing in equities across the utilities, transportation, telecommunications and energy sectors and serving as the Portfolio Manager of the Dreyfus Global Listed Infrastructure Fund. In addition, Ted was Vice President of Investor Relations at EVgo, a public fast charging network for electric vehicles. Prior to these, Ted spent time as a Director in equity research at Barclays Capital and Lehman Brothers as well as Investment Banking for Credit Suisse First Boston and wealth management at Donaldson, Lufkin and Jenrette. Ted is a CFA® charterholder. He earned his B.A. in History from the College of the Holy Cross and received his M.B.A. in Finance from New York University’s Stern School of Business.