Teddy Handoko, CFA

Teddy joined the firm in 2014 as a Research Analyst. Teddy spent the prior seven years with Charles Schwab & Co., as a Mutual Funds Analyst, Portfolio Analyst, and Performance Analyst. At Schwab, he analyzed fixed income and equity mutual funds and securities for the Investment Advisory Group. Teddy has a B.S. in Finance from San Francisco State University and has an M.B.A. from the University of North Carolina’s Kenan-Flagler Business School. He holds the Chartered Financial Analyst designation.