
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.