Perfil
Edward George Kaufman worked as a Vice President at Scott & Stringfellow Financial, Inc. He then worked as a Vice President & Financial Advisor at BB&T Securities LLC from 2013 to 2021.
Kaufman received his undergraduate degree from Brandeis University in 1984 and his MBA from The College of William & Mary in 1989.
Antiguos cargos conocidos de Ted Kaufman.
| Empresas | Cargo | Fin |
|---|---|---|
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities provides investment advice on a broad array of stocks, bonds, money markets, municipal bonds and annuities. Though their Spectrum Investment Program, the firm assists clients in the selection of independent investment advisors to manage their assets. In this investment advisory capacity, they do not provide investment advice regarding securities in the construction of an investment portfolio. Through their CHOICE Wrap Portfolios, BB&T Securities provides investment advisory services to client accounts on a discretionary basis using one or more of 6 portfolios managed by Sterling Capital Management, a subsidiary of BB&T Corp. The firm’s Unified Managed Account Program is a discretionary account which incorporates various investment products including: manager model portfolios, separate account managers, mutual funds and ETFs. | Portfolio Manager-Fixed Income | 10/03/2021 |
Scott & Stringfellow Financial, Inc.
Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow is a large-cap value manager. They invest primarily in the stocks of US companies in the technology, energy minerals and consumer non-durables sectors. The firm maintains a medium turnover rate | Gestor de Cartera-Acciones | - |
Formación de Ted Kaufman.
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Relaciones de 1er grado
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| Empresas privadas | 4 |
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Scott & Stringfellow Financial, Inc.
Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow is a large-cap value manager. They invest primarily in the stocks of US companies in the technology, energy minerals and consumer non-durables sectors. The firm maintains a medium turnover rate | Finance |
Brandeis University
Brandeis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The College of William & Mary
The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities provides investment advice on a broad array of stocks, bonds, money markets, municipal bonds and annuities. Though their Spectrum Investment Program, the firm assists clients in the selection of independent investment advisors to manage their assets. In this investment advisory capacity, they do not provide investment advice regarding securities in the construction of an investment portfolio. Through their CHOICE Wrap Portfolios, BB&T Securities provides investment advisory services to client accounts on a discretionary basis using one or more of 6 portfolios managed by Sterling Capital Management, a subsidiary of BB&T Corp. The firm’s Unified Managed Account Program is a discretionary account which incorporates various investment products including: manager model portfolios, separate account managers, mutual funds and ETFs. | Finance |
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