Ted Melhado
Cape Elizabeth,Maine
Summary
Financial Advisory | Investment Management | Financial Planning Results-oriented financial advisor that uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Measured Wealth Private Client Group
07.2023 - 02.2024
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Delivered comprehensive wealth management solutions for high-net-worth individuals and families.
LPL Investment Advisor Representative
LPL Financial
01.2021 - 07.2023
- Direct and guide families and small businesses on wealth management practices based on extensive expertise in financial and wealth planning
- Work with clients to identify and achieve targeted financial goals with an emphasis on financial literacy and transparency
- Maintain competitive understanding of current planning tools, client strategies, and products.
Financial Advisor
Merrill Lynch
01.2018 - 01.2021
- Built and grew financial advisory business for high net worth families and businesses of various sizes
- Utilized my investment and business experience to help guide clients with their financial goals and needs
- Maintained an understanding of the scope and depth of clients' paths to financial future.
Financial Advisor
THE BULFINCH GROUP
01.2017 - 01.2018
- Applied integrated understanding of best financial strategies and company offerings to develop new financial strategies for client base consisting of families and businesses
- Built relationships with new and existing clients to better understand financial landscape and strategize fitting recommendations based on client needs.
Financial Advisor
THE NEW YORK LIFE
01.2016 - 01.2017
- Conducted robust financial analysis to customize innovative new plans for institutions and individuals within client base across retirement, estate, investments, and long-term healthcare needs
- Prospected and developed strategic relationships with potential clients.
Managing Director, Investment Services | Senior Member, Investment Committee
REYNDERS MCVEIGH CAPITAL MANAGEMENT
01.2014 - 01.2015
- Led key investment opportunities across industry, sector, and stock selection for numerous clients including HNW / Family Offices / Foundations and Endowments for a combined $6B assets under management (AUM)
- Successfully guided entire investment process and grew institutional platform for AUM growth.
Founder / Managing Partner
EHM RESOURCES
01.2007 - 01.2014
- Integrated business and technical acumen to identify and tap into emerging opportunities for family office with AUM of $10M
- Owned initiatives to invest in publicly traded securities using deep understanding of cash securities trade / management and relevant event catalysts.
President
TRILLIUM CONSULTANTS
01.2002 - 01.2007
- Oversaw $100M portfolio for family office comprising of 95% equity and 5% convertible bonds, surpassing Russell 2000 Index by 700 basis points annually
- Developed disruptive business model facilitating conservative returns and capital preservation using innovative money management strategy.
President
TALMOR CAPITAL MANAGEMENT
01.1996 - 01.2002
- Built small to mid-cap management firm from the ground up with an emphasis in growth-oriented investment opportunities for private companies and derivative instruments.
Education
Bachelor of Arts in Economics -
St. Lawrence University
Canton, NYSkills
- Bloomberg
- Proprietary Platforms
- Financial Advisory
- Financial Planning
- Wealth Management
- Financial Services
- Certified Plan Fiduciary Advisor (CPFA)
- Risk Management
- Asset Allocation
- New Business Opportunities
- Relationship Building
- Technical & Algorithm Analysis
- Succession Planning
- Business Continuity
- Cash Flow Management
Certification
CPFA - Certified Plan Fiduciary Advisor
Timeline
Senior Financial Advisor
Measured Wealth Private Client Group
07.2023 - 02.2024
LPL Investment Advisor Representative
LPL Financial
01.2021 - 07.2023
Financial Advisor
Merrill Lynch
01.2018 - 01.2021
Financial Advisor
THE BULFINCH GROUP
01.2017 - 01.2018
Financial Advisor
THE NEW YORK LIFE
01.2016 - 01.2017
Managing Director, Investment Services | Senior Member, Investment Committee
REYNDERS MCVEIGH CAPITAL MANAGEMENT
01.2014 - 01.2015
Founder / Managing Partner
EHM RESOURCES
01.2007 - 01.2014
President
TRILLIUM CONSULTANTS
01.2002 - 01.2007
President
TALMOR CAPITAL MANAGEMENT
01.1996 - 01.2002
Bachelor of Arts in Economics -
St. Lawrence University
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