Strategic Investment Group

Ted V. Mundy, CFA

Partner, Fixed Income Investments

Mr. Mundy directs the firm’s activities in fixed income investments. Prior to joining Strategic, Mr. Mundy was Executive Director, Group Head for Government/Mortgage and Money Market Assets for Van Kampen Mutual Funds, a subsidiary of Morgan Stanley. He has also served as a Senior Portfolio Manager specializing in investment-grade fixed income portfolios at AMR Investments. Mr. Mundy holds a B.A. in Economics and Organizational Behavior and Management from Brown University. Mr. Mundy is a member of the CFA Institute and the CFA Society of Washington D.C. He has completed the Series 65 and 3 securities examinations.

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