Edward (Ted) Graham is a Senior Vice President and a Senior Portfolio Manager at Bank of America Private Bank in Charleston, South Carolina.  In this role, he is responsible for creating and implementing personalized investment strategies across a broad range of asset classes based upon a client’s risk tolerance, time horizon, liquidity needs, and overall investment goals. Ted guides clients through establishing prudent investment goals and objectives and maintaining an appropriate investment strategy through shifting market environments. In addition, he also interacts with clients through periodic personalized reviews to monitor progress towards achieving investment goals and provides traditional guidance in the areas of asset allocation, risk mitigation, income maximization, and tax-minimization. Ted works closely with clients’ external advisors, such as attorneys and accountants as well as the broader private bank team to access a wide range of resources, capabilities, and specialists.

Ted has over two decades of experience in this area.  Prior to joining Bank of America Private Bank, he served as Senior Investment Analyst at Voya Investment Management focused on institutional equity investment products that offered both growth and capital preservation. Previously, he was a one of Jim Cramer’s primary research analysts at CNBC.

Ted Graham graduated from Clemson University and earned his MBA at Fordham University and is also a CFA^® charterholder. Ted is a board member for the CFA^® Society of South Carolina.

 

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