Prior to joining Pekin Hardy Strauss Wealth Management, Ted worked for Merrill Lynch and Vanguard where he contributed to their financial advice and financial planning efforts. He completed the Advisor Development Program at Merrill Lynch, where he received his FINRA series 7 and NASAA series 66 licenses. Ted has experience developing complex financial plans for wealth management clients. He works closely with our investment team to develop financial plans for clients that take into account multiple future scenarios. Ted holds a Bachelor of Science in Business with a major in Finance from DePaul University’s Driehaus College of Business.
Because the applications of ESG (environmental, social, governance) or Socially Responsible Investing (SRI) screens as part of an impact investing program, certain securities may be eliminated as investments. As such, it may cause performance to behave either positively or negatively compared to strategies that do not apply such screens.