Theodore J. Zamerski, III, CFA, CPA/PFS, CGMA
Ted joined our team from a Registered Investment Adviser Firm, where he served as Chief Financial Officer and Chief Compliance Officer. As CFO he was responsible for directing the company’s overall financial policies, and as CCO he was responsible for directing programs, policies and practices to ensure compliance with reporting and regulatory requirements. Ted was also a member of the Investment Committee and Portfolio Management team.
Prior to moving to Florida, Ted spent 11 years with T. Rowe Price Group, Inc. in various capacities and was the Controller of several subsidiaries including T. Rowe Price Investment Services, Inc. (a registered Broker/Dealer).
A CPA with the PFS Credential, Ted is uniquely able to combine the objectivity, integrity and experience that are the hallmarks of the CPA profession with specialized expertise. To earn his PFS Credential, Ted was required to prove his broad-based knowledge and business experience in core areas including: estate planning, investment planning, the personal financial planning process, personal income tax planning, retirement planning and risk management planning. Qualifying examinations and a commitment to lifelong learning are required to maintain his credentials.
Ted began helping clients resolve tax issues and prepare tax returns in 1991 when he graduated from the University of Notre Dame with a Bachelor of Business Administration – Accounting degree. Ted is a licensed CPA in both Florida and Maryland. He also has a Master of Business Administration degree and earned the Chartered Financial Analyst® designation, which is the mark of distinction for investment professionals world-wide, as well as the AICPA Chartered Global Management Accountant certificate.