PARTNERS


President - Ted Iglehart, AAMS®- Ted has over 20 years in information technology with an emphasis on investment trading and investment accounting systems. Ted has worked at a number of institutions which manage portfolios as large at 60 billion dollars, where his primary responsiblities were the design, implementation and administration of the trading systems and back-end investment accounting systems. He holds a bachelors degree from the Univeristy of Texas at Austin, an ACCREDITED ASSET MANAGEMENT SPECIALISTSM designation, a Series 65 license and is currently pursuing his Chartered Financial Consultant® designation. Ted resides in Austin Texas with his wife and two children.

Vice President - Rosie Romero - Rosie has over 15 years in information technology with an emphasis in investment systems administration. Rosie has worked at a number of public institutions which manage billion dollar portfolios where her primary duties included the daily support of investment operations, interacting with custodians, managing projects and improving the workflows of the portfolio managers and investment accountants. Rosie holds a bachelors degree from St. Edwards University. She resides in Austin Texas with her husband.

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