Profil
Mr. Ted E.
Furniss, CFA MBA, is a Chairman & Chief Investment Officer at Inlet Private Wealth LLC.
He specializes in developing and managing customized investment portfolios for high net-worth clients based on their unique parameters for risk, return, and liquidity.
His extensive career in portfolio management and equity research provides great insight as he creates well-diversified portfolios designed to meet the evolving needs of each client.
Before co-founding Inlet Private Wealth, Mr. Furniss served as a portfolio manager and equity researcher for Wilmington Trust’s fundamental equity team.
He was also a senior portfolio manager with Brown Brothers Harriman in Palm Beach, Florida, director of research for Philadelphia Investment Partners, and vice president with P.R.
Herzig & Co. in New York.
Mr. Furniss earned a Master of Business Administration degree with distinction from the University of Oxford, Magdalen College, and graduated Magna Cum Laude from Mississippi State University with a dual bachelor’s degree in marketing and finance.
He is a CFA Charterholder.
Postes actifs de Ted Eugene Furniss
| Sociétés | Poste | Début |
|---|---|---|
Inlet Private Wealth LLC
 Inlet Private Wealth LLC Investment ManagersFinance Inlet Private Wealth LLC (IPW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Ted Furniss and Victoria Peaper in 2018. IPW provides independent, customized wealth management solutions that are specifically designed to help address the investment, trust and estate needs of each individual clients and families. | Fondateur | 01/06/2018 |
Anciens postes connus de Ted Eugene Furniss
| Sociétés | Poste | Fin |
|---|---|---|
Wilmington Trust Investment Advisors, Inc.
 Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds. | Gestionnaire de Portefeuille-Actions | 01/06/2018 |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Corporate Officer/Principal | 01/03/2006 |
P. R. Herzig & Co., Inc.
 P. R. Herzig & Co., Inc. Investment ManagersFinance Founded in 1957, P.R. Herzig & Co., is a registered investment adviser located in Roslyn Heights, New York. | Corporate Officer/Principal | 01/11/2001 |
Philadelphia Investment Partners LLC
 Philadelphia Investment Partners LLC Investment ManagersFinance Philadelphia Investment Partners LLC (PIP) is an independent, SEC-registered investment advisor headquartered in Voorhees, New Jersey. The firm was founded by Peter C. Zeuli in 1999. PIP manages investment advisory accounts for individual and institutional clients. | Corporate Officer/Principal | - |
Formation de Ted Eugene Furniss
| University of Oxford | Masters Business Admin |
| Mississippi State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
P. R. Herzig & Co., Inc.
P. R. Herzig & Co., Inc. Investment ManagersFinance Founded in 1957, P.R. Herzig & Co., is a registered investment adviser located in Roslyn Heights, New York. | Finance |
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds. | Finance |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Finance |
Philadelphia Investment Partners LLC
Philadelphia Investment Partners LLC Investment ManagersFinance Philadelphia Investment Partners LLC (PIP) is an independent, SEC-registered investment advisor headquartered in Voorhees, New Jersey. The firm was founded by Peter C. Zeuli in 1999. PIP manages investment advisory accounts for individual and institutional clients. | Finance |
Inlet Private Wealth LLC
Inlet Private Wealth LLC Investment ManagersFinance Inlet Private Wealth LLC (IPW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Ted Furniss and Victoria Peaper in 2018. IPW provides independent, customized wealth management solutions that are specifically designed to help address the investment, trust and estate needs of each individual clients and families. | Finance |
