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Profil
Mr. Ted E.
Furniss, CFA MBA, is a Chairman & Chief Investment Officer at Inlet Private Wealth LLC.
He specializes in developing and managing customized investment portfolios for high net-worth clients based on their unique parameters for risk, return, and liquidity.
His extensive career in portfolio management and equity research provides great insight as he creates well-diversified portfolios designed to meet the evolving needs of each client.
Before co-founding Inlet Private Wealth, Mr. Furniss served as a portfolio manager and equity researcher for Wilmington Trust’s fundamental equity team.
He was also a senior portfolio manager with Brown Brothers Harriman in Palm Beach, Florida, director of research for Philadelphia Investment Partners, and vice president with P.R.
Herzig & Co. in New York.
Mr. Furniss earned a Master of Business Administration degree with distinction from the University of Oxford, Magdalen College, and graduated Magna Cum Laude from Mississippi State University with a dual bachelor’s degree in marketing and finance.
He is a CFA Charterholder.
Postes actifs de Ted Eugene Furniss
| Sociétés | Poste | Début |
|---|---|---|
Inlet Private Wealth LLC
 Inlet Private Wealth LLC Investment ManagersFinance IPW’s independent approach attempts to prudently preserve and grow the wealth of their clients by diversifying their investments intelligently, emphasizing tax-efficiency and ensuring that expenses remain fair and transparent. Their sell discipline is primarily focused on four tenants: 1) overvaluation – the market price of a security advances to a price well in excess of its intrinsic value; 2) opportunity costs with evidence that greater returns can be obtained by switching to a different security with better prospects; 3) the original thesis for owning a security has negatively changed: and 4) a mistake has been made. | Fondateur | 01/06/2018 |
Anciens postes connus de Ted Eugene Furniss
| Sociétés | Poste | Fin |
|---|---|---|
Wilmington Trust Investment Advisors, Inc.
 Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance WTIA advises clients with respect to investment of their assets in various types of products, including, individual securities, open-ended mutual funds (such as mutual funds managed by WTIA and/or their affiliates and/or by third-party investment managers), ETFs, private market funds, and SMAs offered by the firm and/or third-party investment managers. | Gestionnaire de Portefeuille-Actions | 01/06/2018 |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/03/2006 |
P. R. Herzig & Co., Inc.
 P. R. Herzig & Co., Inc. Investment ManagersFinance P.R. Herzig provides investment supervisory services to individuals, pension plans, charitable foundations, trusts and funds of funds. The firm targets multi-cap US companies with low turnover. P.R. Herzig focuses on several sectors including finance, health technology and consumer non-durables. | Corporate Officer/Principal | 01/11/2001 |
Philadelphia Investment Partners LLC
 Philadelphia Investment Partners LLC Investment ManagersFinance PIP seeks to garner investment ideas using macroeconomic data coupled with top-down fundamental analysis with a quantitative overlay. Their investment process is a search for attractively valued equities positioned to benefit from the prevailing macroeconomic environment. The firm focuses on economic inflections, structural changes, government policy, and secular themes in the belief that such factors bear the greatest influence on long-term fundamental performance and the recognition of value by capital markets. | Corporate Officer/Principal | - |
Formation de Ted Eugene Furniss
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
69
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
P. R. Herzig & Co., Inc.
P. R. Herzig & Co., Inc. Investment ManagersFinance P.R. Herzig provides investment supervisory services to individuals, pension plans, charitable foundations, trusts and funds of funds. The firm targets multi-cap US companies with low turnover. P.R. Herzig focuses on several sectors including finance, health technology and consumer non-durables. | Finance |
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance WTIA advises clients with respect to investment of their assets in various types of products, including, individual securities, open-ended mutual funds (such as mutual funds managed by WTIA and/or their affiliates and/or by third-party investment managers), ETFs, private market funds, and SMAs offered by the firm and/or third-party investment managers. | Finance |
University of Oxford
 University of Oxford Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Philadelphia Investment Partners LLC
Philadelphia Investment Partners LLC Investment ManagersFinance PIP seeks to garner investment ideas using macroeconomic data coupled with top-down fundamental analysis with a quantitative overlay. Their investment process is a search for attractively valued equities positioned to benefit from the prevailing macroeconomic environment. The firm focuses on economic inflections, structural changes, government policy, and secular themes in the belief that such factors bear the greatest influence on long-term fundamental performance and the recognition of value by capital markets. | Finance |
Mississippi State University
 Mississippi State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Inlet Private Wealth LLC
Inlet Private Wealth LLC Investment ManagersFinance IPW’s independent approach attempts to prudently preserve and grow the wealth of their clients by diversifying their investments intelligently, emphasizing tax-efficiency and ensuring that expenses remain fair and transparent. Their sell discipline is primarily focused on four tenants: 1) overvaluation – the market price of a security advances to a price well in excess of its intrinsic value; 2) opportunity costs with evidence that greater returns can be obtained by switching to a different security with better prospects; 3) the original thesis for owning a security has negatively changed: and 4) a mistake has been made. | Finance |
