Ted McCool

Ted McCool has a diverse work experience in the financial industry. Ted started their career as a Brokers Assistant at the Chicago Board of Trade from 2007 to 2010. Ted then worked as a Registered Associate at Morgan Stanley from 2012 to 2014. Following that, they joined Needham & Company as an Institutional Equity Sales representative from 2014 to 2015. Ted then moved to BMO Capital Markets where they held the position of Institutional Equity Sales from 2015 to 2018. From 2019 to 2020, they worked as a Portfolio Consultant at Vivaldi Asset Management. Currently, they are the Director of Institutional Sales at Analyst Hub, starting from 2020.

Ted McCool attended New Trier Township High School from 2003 to 2006. Following their high school education, they pursued a Bachelor of Arts degree in Economics at Ohio Wesleyan University, where they studied from 2007 to 2010. Additionally, Ted has obtained certifications in Series 63 and Series 7 from FINRA, although the specific details regarding when these certifications were obtained are not provided.