Ted O'Connor

Ted O’Connor, CFA, is a Partner, Analyst, and Portfolio Manager at Cooke & Bieler in Philadelphia, where he has served since 2002 and became a partner in 2005. He is responsible for managing client portfolios and conducting equity research, with a specific focus on value-oriented investment strategies across large cap, mid cap, small cap, SMID cap, and all cap U.S. equities. O’Connor’s expertise lies in fundamental company analysis and active portfolio construction for both institutional and high-net-worth clients, reflecting the firm's commitment to high-quality, low-risk, long-term investing.

Before joining Cooke & Bieler, O’Connor worked as a Foreign Service Officer at the U.S. State Department, bringing a strong analytical and international perspective to his investment approach. Over his tenure, he has contributed significantly to the stability and continuity of the firm’s investment team, helping Cooke & Bieler maintain its reputation as an independent, deep research-driven value manager. He is recognized for his work on the firm’s core value equity portfolios, which emphasize rigorous fundamental analysis and capital preservation.

O’Connor holds a Master of Business Administration with concentrations in International Business and Finance from the University of Chicago Booth School of Business and a Bachelor of Arts in Economics and Philosophy, graduating cum laude from Colgate University. As a CFA charterholder, he brings a disciplined, research-intensive approach to the investment process, and is noted for his thoughtful contributions to portfolio management and long-term client results.