Ted began his investment services career at Ryan, Beck & Co. in 1994 as a retail broker in West Orange and later in West Palm Beach, Florida. In 1996, he had the opportunity to join Mendham Capital in New Jersey as an institutional fixed income salesman, advising banks, insurance companies, municipalities, and mutual funds on a broad array of fixed income products, including treasury bonds, agency bonds, high-grade bonds, and high-yield bonds. 

He joined BNY Capital Markets (a subsidiary of The Bank of New York) in 1998 upon its acquisition of Mendham Capital. In 2001, Ted returned to Ryan, Beck & Co. as a Vice President/Investments to focus on assisting high-net-worth clients. In 2007, he joined Stifel as a Vice President/Investments through its acquisition of Ryan, Beck & Co.

Ted earned a B.S. in Business Administration from Bucknell University and holds Series 7, 63, and 65 securities licenses, and as well as life and variable insurance licenses (including annuities).

Ted resides in Rumson with his wife, Chris, and their three children, Dylan, Julia, and Natalie. He enjoys spending time with family and is an avid fisherman, boater, outdoorsman, and golfer.

With more than 30 years of experience in various aspects of the financial services industry, Cari is well-suited to assist our clients with their administrative needs while delivering a high level of service.

Cari joined Ryan Beck in 1993 and joined Stifel through the firm’s acquisition of Ryan, Beck & Co. in 2007. She holds Series 7, 63, and 65 securities licenses.

Cari lives in Marlboro with her husband, Adam, and their son, Brandon. In her free time, she enjoys traveling and reading.