Advisor
More than researching and writing about complexity, Ted has managed it: as a senior financial services executive, board director and chair.
How We Perceive Things:
How They Actually Work:
Ted has worked through complex problems including business turnarounds, acquisitions and divestitures, union negotiations, CEO succession, and strategy development. He has led multiple businesses in wealth management, retail banking, trust services, and international private banking, and his background includes multiple functions, including finance, marketing, advertising, product development, strategy, communications, and sales management.
Ted has led a number of management teams, including an executive team that oversaw 18,000 employees. As an accredited director, he has experience on a variety of for-profit, not-for-profit, and regulatory boards.
As President of TRC Advisory Inc., Ted works is focused on two main areas:
1. Advising High Net Worth families on investment and estate-related strategies.
2. Advising management teams and boards of directors to:
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- Improve team decision-making by leveraging cognitive diversity
- Dissect and resolve complex issues
- Explore and debate strategic challenges and competitive differentiation.
