Ted Enache Email & Phone Number

Irvine, California, United States

This position is responsible for ensuring the accuracy and integrity of client and firm data in the Portfolio Operations database, including performance troubleshooting, client facing reports, and performing other portfolio operations duties as needed. There is a specialized focus on all the Portfolio Operations aspects of Alternative Investments.Duties.

Irvine, CA

Affinity Investment Advisors, LLC, is an independent, registered investment advisor headquartered in Irvine, CA with offices in Connecticut and Pennsylvania. We are a client-centric firm where integrity, transparency, and accountability are integral to the culture of partnership that guides our internal and external interactions. Affinity has been managing.

Houston, Texas Area

• STC is a growing wealth management firm that focuses on the unique needs of affluent families and their closely held companies and foundations, managing over $3 billion in assets.
• Performed due diligence on various OMS, negotiated the purchase of EZE Castle OMS and currently working on firm wide implementation
• Pre-trade workup via Advent Moxy and execution via Real Tick EMS in the areas of individually managed US equities, call options and municipal bonds.
• Pre-trade… Show more STC is a growing wealth management firm that focuses on the unique needs of affluent families and their closely held companies and foundations, managing over $3 billion in assets.
• Pre-trade processing of clients contributions into STC commingled vehicles for alternative assets and long-only international equities.
• Quarterly rebalancing of ETF-managed portfolios in to our customized Moxy investment models.

Rolling Hills Estates

Advisory Data Solutions is a leading provider of Data Management solutions and Back Office consulting services to Registered Investment Advisors and Broker/Dealers across the United States. Our services include, but are not limited to Detailed Reconciliation, Performance Management, Reporting, Billing & Cost Basis. We specialize in Advent Axys, Moxy and APX.

• Managed Advent Axys 3.8.5, Moxy and APX platforms for six clients with a total AUM of $30 billion
• Supervised and trained a support team of ten individuals located in India responsible for daily data downloads, reconciliation, internal ad-hoc reports, monthly performance and quarterly reporting
• Performed daily quality control checks to ensure data accuracy and integrity
• Implemented Axys scripts for daily data processing and quarterly reporting to ensure system… Show more
• Implemented Axys scripts for daily data processing and quarterly reporting to ensure system efficiencies
• Produced procedure manuals for daily, monthly and quarterly processing tasks customized to each client Show less