Theodore S. Jablonski, Jr., CFP®
Senior Vice President and Portfolio Manager
- BS, Arizona State University
- Certified Financial Planner
Ted joined BTR Capital Management, Inc. in 2018, after having retired as a Senior Consultant with Merrill Lynch Global Wealth Management, a firm he joined in 2007. Prior to joining Merrill, he was a Vice President and Relationship Manager with the Credit Suisse Private Banking USA Group managing assets for individuals and small institutions. He joined its predecessor, Donaldson, Lufkin & Jenrette in 1998. Ted served as a Managing Director – Investments with Piper, Jaffray & Co. and began advising clients with Kidder, Peabody & Co. in 1986. Ted has over thirty years of investment management experience.
Ted is a member of the Financial Planning Association, a past Director of the CFA Society of San Francisco (2002 -2007), and a co-founder of the Bay Area Financial Education Foundation (Officer and Director 2007 – present).
Ted’s additional activities include: fly fishing, hiking, kayaking and mountain biking, the San Francisco Giants, and weekend doubles with the tennis group. He and his wife, Kathy, live in San Rafael.