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Ted Price

Ted Price

Senior Vice President - Investments at Davenport & Co. LLC

Richmond, VA , United States

About

Ted Price, CFA, is Senior Vice President – Investments at Davenport & Company LLC, based in Richmond, Virginia. Since joining the firm in February 2007, he has played a senior role in portfolio management and investment advisory, drawing on decades of high-level asset management experience. He is recognized for his expertise in equity analysis and portfolio construction, advising clients across diversified equity and fixed income strategies for high-net-worth individuals, foundations, and institutions.

Earlier in his career, Ted was Founder, President, and lead Portfolio Manager for the $1.5 billion Evergreen Growth Fund, where he focused extensively on U.S. growth equity strategies, overseeing research and investment selection from 1981 until 2007. He also served as Vice Chairman of the Advisory Group at Wheat First Securities after starting as an equity analyst at Smith Barney in New York City, highlighting his long-term focus on equities, particularly large-cap and mid-cap growth stocks.

Ted holds a BA in History and an MBA in Finance from the University of Virginia, including an MBA from the Darden School of Business. A Chartered Financial Analyst (CFA) charterholder, he has contributed to both the investment industry and his community through multiple leadership and trustee roles in nonprofit organizations, reflecting a broad commitment to ethical leadership and industry best practices.

Career History

OrganizationRoleDate RangeDetails
Davenport & Company LLCSenior Vice President - InvestmentsJan 2007 to Present
Davenport & Company LLC is not associated in any way with LinkedIn® Corp. Davenport is a separate, independent company which offers investment and advisory services. Davenport is a member of FINRA●SIP...
Evergreen Growth FundSenior Vice President, and Senior Portfolio ManagerJan 1998 to Jan 2007
Evergreen Growth FundFounder and PresidentJan 1980 to Jan 2007
Wachovia BankSenior Vice PresidentJan 1998 to Jan 2007
Mentor Asset ManagementSenior Vice President and Chief Investment OfficerJan 1985 to Jan 1998
Wheat First Securities, Inc.Managing DirectorJan 1985 to Jan 1998
Wheat First Securities, Inc.Vice PresidentJan 1972 to Jan 1980
In this period was Wheat Investment Advisors, Later Charter Asset Management, Later Mentor Asset Management
Smith Barney and CompanyResearch AnalystJan 1968 to Jan 1972

Education

University of Virginia - Darden Graduate School of Business Administration

Master of Business Administration (MBA)

1966 1968

University of Virginia

Bachelor of Arts (BA), History

1960 1964

Skills & Expertise

Wealth Management
Portfolio Management
Investments
Asset Management
Investment Management
Investment Advisory
Asset Allocation
Retirement Income Specialist
Series 7
Securities
Mutual Funds
Retirement Income

Others at Davenport & Co. LLC (21)

NameRoleLocation
A
Adam Bergman
SVP, Portfolio ManagerVirginia Beach, VA , United States
Charlie Davis
Charlie Davis
Vice President InvestmentsGreensboro, NC , United States
Church Young
Church Young
Senior Vice President- InvestmentsRichmond, VA , United States
Daphne Martin
Daphne Martin
Investment AssociateRichmond, VA , United States
David Pierce
David Pierce
Branch Manager, Vice President-InvestmentsFredericksburg, VA , United States
Douglas Stopkey
Douglas Stopkey
Senior Vice President, InvestmentsRichmond, VA , United States
Dyke Jones
Dyke Jones
Senior Vice President, InvestmentsRichmond, VA , United States
Edgar Love
Edgar Love
Vice President - InvestmentsDanville, VA , United States
J
Janet Mercadante
Senior Vice President - InvestmentsVirginia Beach, VA , United States
Jason Alford
Jason Alford
Associate Vice President - InvestmentsLynchburg, VA , United States
Showing 1-10 of 21 team members

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