Ted Halpern​

Work Experience ​

• Joined MAI in 2024, bringing 33 years of industry experience​
• Previously was the President & Founder of Halpern Financial, Inc. ​
• Provides comprehensive financial, investment, and wealth management planning to affluent families, professionals and their businesses​

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Life Outside of MAI ​

• Serves on the Board for Institutional Investor​
• Active in several charitable organizations​
• He and his wife, Bethe, reside in Naples, FL and Ashburn, VA​
• He and his wife are proud parents of twins and a Westie​

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Education​

• University of Maryland, Bachelor’s of Science in Finance​