Ted Brown

Ted Brown serves as an Analyst focused on Investment Research at Circle Wealth Management, LLC in New York, NY. In this role, he actively supports the firm’s investment research function, including asset allocation analysis, portfolio review, and market sector evaluation as part of a collaborative, multigenerational advisory team.

He specifically covers sectors and asset classes relevant to Circle Wealth Management’s investment strategies, such as equities, fixed income, and alternative investments, with an emphasis on incorporating client values and priorities into the research process. Ted leverages his background in architectural studies and environmental studies to provide insight on sustainable investment opportunities and ESG (Environmental, Social, and Governance) integration.

Prior to his current position, Ted gained hands-on experience as an Intern at Circle Wealth Management, LLC and as a CMST Intern at Shawmut Design and Construction. His education includes a Bachelor's degree in Architectural Studies and Environmental Studies from Connecticut College, complemented by a Certificate in Human Ecology and Sustainability from Greens Farms Academy.