Theodore York

Managing Principal, Portfolio Manager at Argonautica Private Wealth Management, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Boston
Skills

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Bio

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Experience

  • Argonautica Private Wealth Management, Inc.
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Managing Principal, Portfolio Manager
      • Aug 2022 - Present

    • Managing Principal, Portfolio Manager, Chief Compliance Officer
      • Jan 2022 - Aug 2022

    • Branch Manager, Senior PIM Portfolio Manager
      • Jun 2018 - Jan 2022

      Operated under the Wells Fargo Advisors Financial Network, LLC

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior PIM Portfolio Manager - Senior Vice President Investments
      • Feb 2003 - Jun 2018

  • Salomon Smith Barney Holdings Inc.
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Senior Investment Management Specialist - Second Vice President Investments
      • Oct 1998 - Jan 2003

    • Senior Consulting Group Analyst - Assistant Vice President
      • Jul 1996 - Sep 1998

  • Dean Witter Reynolds (Morgan Stanley)
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Consultant
      • Jun 1995 - Jun 1996

  • Brown Brothers Harriman
    • United States
    • Financial Services
    • 700 & Above Employee
    • Global Mutual Fund Accountant
      • May 1992 - Jun 1993

Education

  • Babson College
    Bachelor of Science - with distinction, Quantitative Methods and Marketing
    1988 - 1992

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